On last week’s episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Liza Tobin, Senior Director for Economy of the Special Competitive Studies Project (SCSP). They spoke about the latest developments in the U.S.-China relationship.
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Right now, the stock market is blowing out the 20 years from 1980 to 2000 on a specific performance metric: the relative performance of companies with low or nonexistent dividend yields. Jeff Weniger discusses how a mean reversion could impact the markets.
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One of the more noteworthy developments in the financial markets of late has been the plunge in U.S. Treasury (UST) yields. Kevin Flanagan reviews the implications and provides some monetary policy outlook for 2024.
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Biotech stocks have been underperforming for three years, but could a recent breakthrough in CRISPR therapy change the tide? Christopher Gannatti explores potential opportunities and how to invest.
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Backed by strong GDP growth and a relatively calm geopolitical environment, India has witnessed one of the best recoveries among major economies since the COVID-19 crisis. Against this backdrop, Ayush Babel explores how India can be accessed in a more efficient way with WisdomTree’s systemic, valuation-aware portfolio construction approach.
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At WisdomTree, we believe investors are being faced with a new rate regime as we get ready to enter 2024. Against this backdrop, Kevin Flanagan surveys the state of the U.S. Treasury (UST) market and outlines how investors can prepare.
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