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.
The Federal Reserve’s current easing cycle began exactly a year ago. One year later, there is a zero interest rate policy with a revamped quantitative easing policy to ward off another potential financial crisis. Kevin Flanagan explains why, against this backdrop, it should come as no surprise the Fed decided to take a bit of a summer vacation at this July FOMC gathering.
The focus of money and bond markets has been on the 3-month LIBOR–OIS spread. Kevin Flanagan analyzes the latest moves in the fixed income space and why we may not be out of the woods yet.
The economy is two for two in terms of a better-than-expected U.S. jobs report. Just like last month, the June numbers exceeded expectations. Kevin Flanagan discusses.
When following rate trends here in the U.S., it’s easy to focus only on domestic factors. Kevin Flanagan discusses some interesting developments overseas that have been largely ignored in market commentary, encouraging investors to start thinking globally.
It came as no surprise that the Federal Reserve left monetary policy right where it is at the June FOMC meeting. Kevin Flanagan discusses how fixed income investors should position their portfolios.