The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
In coming months, Japanese politics are poised to become more exciting. With little more than a year left before Prime Minister Shinzo Abe’s Liberal Democratic Party (LDP) presidency ends in September 2021, slowly but surely the post-Abe succession race will intensify. Jesper Koll discusses.
On a special “Behind the Markets” podcast, Jeff Weniger and Jeremy Schwartz spoke with Jesper Koll, Senior Advisor to WisdomTree. The conversation focused on how Japan managed to outperform other international markets in Europe by a fairly wide margin during the global economic shutdown.
On Monday evening, Japanese Prime Minister Shinzo Abe announced a commitment to a fiscal stimulus package worth ¥108 trillion, which is approximately 20% of Japan’s gross domestic product (GDP). In our view, this confirms Abe’s total commitment to preventing the inevitable recession from becoming a depression.
Japanese equities are unloved and under-owned because rates have refused to rise. Jeff Weniger discusses what could happen if bond yields rise and why Japanese equities would be the play.