As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
Last week, Jeremy Siegel and Christopher Gannatti chatted with Peter Tchir from Brean Capital and Josh Brown, aka “The Reformed Broker,” of Ritholtz Wealth Management to get their thoughts regarding the recent announcement from the European Central Bank (ECB) and its impact on the markets.
Last week, Professor Jeremy Siegel and I visited Tokyo and had extended conversations with Jesper Koll, CEO of WisdomTree Japan. We discussed the extraordinary monetary policy easing that the Bank of Japan (BOJ) undertook recently, Koll’s thoughts on the sectors that might benefit and general progress on Abenomics.
Recently, Professor Jeremy Siegel and I chatted with Don Kohn, former vice chair of the Federal Reserve (Fed), and Leland Miller, president of the China Beige Book, about their outlook for 2016 and implications of the Fed policy decision.
Last week, Professor Siegel and I chat with Marc Chandler, Head of Global Markets Strategy at Brown Brothers Harriman, about his views on divergent central bank policy actions, implications for the U.S. dollar, euro and yen, as well as his thoughts regarding emerging markets.
Last week Professor Jeremy Siegel and I spoke with Bill Stone, Executive Vice President and Chief Investment Strategist of PNC Institutional Asset Management, and James Wood-Collins, CEO of Record Currency Management, about their outlook on the markets, diverging central bank policies and the role of currency in portfolios.