INSIGHTS & STRATEGIES

WisdomTree Blog

When investors think of foreign small-cap equities, they often intuitively expect discounted valuations relative to U.S. large caps, to compensate for higher volatility. Jeremy Schwartz and Matt Wagner explain why Japanese small caps may deserve consideration by value-starved asset allocators.

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For investors worried about low forward returns from high valuations in U.S. markets, Japanese valuations continue to present attractive relative discounts. Matt Wagner discusses.

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On an all-new Behind the Markets podcast, Jeremy Schwartz spoke with Sailesh Radha, co-founder and chief investment strategist of Borealis Global Advisory, and Drew Edwards, head of GMO’s Usonian Japan Equity team, about the latest valuations across the global markets.

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As U.S. valuations near two-decade highs and with the potential for a synchronized global recovery on the horizon, Matt Wagner explains why investors may want to consider Buffett’s “Buy Japan” playbook.

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On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Jesper Koll, Senior Advisor to WisdomTree, about the current state of Japanese markets and politics. The conversation focused on the recent news surrounding Warren Buffett’s $6 billion investment in five Japanese stocks, and the motives behind it.

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Warren Buffett’s Berkshire Hathaway recently purchased 5% stakes in five Japanese trading firms, known as SogoShosha. Jeremy Schwartz reviews some broader portfolio applications of Buffett’s “Buy Japan” strategy, and why investors may want to follow his lead.

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