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.
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.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Tao Wang, UBS chief China economist. The conversation focused on the coronavirus and its impact on the Chinese and global economies.
On last week’s Behind the Markets podcast, Jeremy Schwartz and Jeff Weniger spoke with two political forecasting experts: Stonybrook University political science professor Helmut Norpoth and Ed Clissold, chief strategist at Ned Davis Research. Their conversations focused on potential outcomes for the 2020 election and what they will mean for financial markets.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Jared Woodard, Head of the Research Investment Committee for Bank of America Research. The conversation focused on what the financial markets will look like after the pandemic, specifically for the traditional 60/40 portfolio approach.
The economy may be about to enter a period of money supply-induced inflation. Jeff Weniger discusses why this inflation could lead to the return of value investing.