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Investors tend to gravitate to quality for its defensive characteristics during economic downturns and periods of market volatility. While the global economy continues to battle with record inflation, Brian Manby examines this concept with our own suite of quality products.
As part of our March 2023 Model Portfolio rebalance, we increased our target allocation to managed futures within the Siegel-WisdomTree Longevity Model Portfolio. Andrew Okrongly, Joe Tenaglia and Brian Manby make a case for managed futures moving forward.
For most of the last two years, the dollar steadily strengthened against most major currencies with little interruption. Recently, the dollar has slipped from last year’s highs. Brian Manby looks at the correlation between EM equities and the dollar.
By some measurements, equity risk premiums are hovering around lows not witnessed since 2008. But if you consider stocks to be real assets with inflation-hedging characteristics, then you’ll find that current equity risk premiums are actually closer to their longer-term averages. Against this backdrop, Jeremy Schwartz and Brian Manby review the most important charts for equity investors for 2023.
One of our key expectations for equity markets in 2023 is an eventual recovery in U.S. small caps. Against this backdrop, Brian Manby outlines three potential catalysts that may precede small-cap outperformance based on current readings of the broader market.
It took only one day in 2023 for markets to validate our preferred approach to investing in emerging markets: avoiding state-owned enterprises (SOEs). Brian Manby outlines the recent events surrounding the Brazilian oil giant Petrobras and discusses the risks of SOEs.