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.

Value investing is a strategy that has lagged considerably over the last decade. However, if stock market trouble lurks around the corner, Jeff Weniger explains how low P/E stocks may provide some shelter.

Last week’s “Behind the Markets” podcast featured two interesting conversations on very timely and topical issues. Jeremy Schwartz first spoke with Professor Yanzhong Huang, senior fellow at the Council on Foreign Relations, about the impacts of the coronavirus on international trade. He then spoke with Ken-Hou Lin, co-author of the new book Divested: Inequality in the Age of Finance, on how big finance has led to inequality.

They say don’t meet your heroes, but they didn’t say anything about comparing yourself to them. How do our WisdomTree U.S. Quality Dividend Growth (DGRW) and U.S. Quality Shareholder Yield (QSY) Funds stack up against Berkshire Hathaway’s holdings? Kara Marciscano draws comparisons from three perspectives: quality, capital return and value.