On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Sam Rines, Managing Director and economist from CORBU, a research intelligence and advisory platform, about Rines's latest views on the economy, inflation and key investment themes. Most notably the conversation focused on a collaboration for new Model Portfolios designed using CORBU’s proprietary “bottom-up macro” thematic framework.
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Many investors believe a good reason to invest outside the U.S. is to obtain foreign currency exposure as an attractive diversifier. Jeremy Schwartz instead makes the case for currency-hedged equities as a better diversifier to S&P 500 stocks.
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WisdomTree offers investors emerging markets exposure across seven different ETFs. In two of our portfolios, we took increased steps to lower our China risks and give more tools to investors who want diversified emerging markets exposure. Jeremy Schwartz and Matt Wagner discuss the portfolio characteristics of one of these Funds, the WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE).
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Big data and analytical tools are becoming more useful to manage portfolios, which is why we have partnered with Venn by Two Sigma to bring even greater insights to investors. Jeremy Schwartz and Christopher Carrano provide an overview of Venn and analyze quality dividend growth strategies.
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Over the past three years, value has continued to outperform growth in emerging markets (EM). Aneeka Gupta and Jeremy Schwartz discuss EM central banks and China's consumption rebound.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Trevor Greetham, portfolio manager at Royal London Asset Management, about the current market environment and a hedging strategy for inflation.
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