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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.
With the debt saga still ongoing, sometimes looking at current headlines juxtaposed with historical events can provide some useful context. Kevin Flanagan outlines what investors can learn from the 2011 credit rating downgrade.
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.
Currency-hedged equity indexes are designed to provide exposure to foreign companies while neutralizing exposure to fluctuations between the value of foreign currencies and the U.S. dollar. Hyun Kang discusses how currency carry impacts hedged equities.
The money and bond markets find themselves in an interesting spot on the calendar, nestled right between the May and June FOMC meetings. However, based upon recent price action and Fedspeak, Kevin Flanagan makes the argument that the markets find themselves in another far more important place: debating what comes next from Powell & Co.
While many investors bemoaned market returns in 2022, a bright spot in the U.S. market was the WisdomTree U.S. High Dividend strategy (DHS). Despite near-term headwinds, Brad Krom outlines the potential for a multi-year cycle for value investing and how DHS represents one of the lowest-priced segments of the market.