How might bitcoin behave, from a returns standpoint, relative to other asset classes? There is no certainty here, and the past is no guarantee of the future, but let’s evaluate some examples of the past for relevant lessons.
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An interesting dichotomy has developed in emerging markets (EM), between government actors and independent investors in publicly traded equities. Government ownership may lead to corporate governance issues that arise from the inherent principal-agent problem and cause operational inefficiencies and weaker levels of profitability.

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Warren Buffett recently released his annual letter to shareholders. Jeremy Schwartz highlights ideas from four passages of the letter including quality vs. value, high-quality dividends, FX hedging and the gambling culture in stock trading. 
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As the Fed is nearing the end of its once-in-a-generation tightening cycle, investors have rightfully started to wonder about the next phase of the monetary cycle. Behnood Noei discusses how diversifying into U.S. aggregate portfolios with more BBB corporates and less China exposure, such as our Yield Enhanced U.S. Aggregate Bond Fund, can offer higher yield and lower duration risk than the Core portfolio.
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The Nasdaq 100 Index is considered by many as the default benchmark for growth stocks, but we believe we have a better way to capture growth. Matt Wagner discusses how the WisdomTree U.S. Quality Growth Index outperforms the Nasdaq 100 by selecting high-growth, high-profitability companies across all U.S. exchanges.
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The U.S. economy and inflation have surprised the bond market in 2024, reversing the rally of 2023. Kevin Flanagan explores the implications of this for the UST 10-Year yield and the Fed’s rate policy.
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