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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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Dave Goodson, Head of Securitized Credit at Voya and a portfolio manager for the WisdomTree Mortgage Plus Bond Fund (MTGP). They discussed the asset class and the opportunities and risks within it.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Samuel Rines, Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy and national security. They discussed PolyMacro and the implications for the markets and asset allocation today.
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This year’s sharp rise in U.S. equities has many questioning whether prices have overshot fundamentals, especially mega-cap growth stocks. Jeremy Schwartz and Matt Wagner explore how accounting for intangible assets can change the picture of valuation and profitability for these companies.
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Equity risk premiums are back in focus as interest rates and Treasury yields rise. What does this mean for equity markets? Jeremy Schwartz and Brian Manby discuss why investors should consider stocks for the long run.
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Japanese large caps have been a bright spot for value investors over the last three years—particularly when implemented with a currency hedge along with a small-cap exposure. Jeremy Schwartz makes the case for being more hedged and taking less currency risk when investing abroad and how investors can seek to achieve this with our Japan hedged-equity ETFs.
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