Jeremy Schwartz, CFA

Global Chief Investment Officer


Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Latest Insights From Jeremy Schwartz

The financial world passed a milestone in 2024: for the first time, the assets managed by passive investment strategies in the U.S. exceeded those under active management. Against this backdrop, Joseph Attia discusses the shift toward indexing at the cost of active managers’ market share.
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Emerging market small caps are not only a source of growth and income but also a way to diversify portfolios. Jeremy Schwartz highlights how the WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) seeks to help investors capture the opportunities and avoid the pitfalls of this asset class.
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Warren Buffett recently released his annual letter to shareholders. Jeremy Schwartz highlights ideas from four passages of the letter including quality vs. value, high-quality dividends, FX hedging and the gambling culture in stock trading. 
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Gold is not just a precious metal, but a powerful asset that can enhance an investor's portfolio performance and resilience. Nitesh Shah and Jeremy Schwartz explore how gold can hedge against inflation, geopolitical shocks, financial crises and more, while offering attractive returns and low correlations.
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The post-pandemic inflationary era disrupted many long-established market relationships; however, one notable overseas relationship remains within its historical norms. Jeremy Schwartz and Brian Manby dive into how investors can access the opportunity in Japan with the WisdomTree Japan Hedged Equity Fund. 
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One of the most important market relationships in 2024 is the rising, positive correlation between stocks and bonds. Jeremy Schwartz examines this relationship and its impact on total portfolio diversification in multi-asset portfolios and forward-looking bond yields.
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The Dividends of a Dividend Approach
Investment managers and investors alike are always looking for better ways to invest. We believe indexing is highly efficient, and that ETFs have a number of benefits that make them a wise investment vehicle. But as history has shown us time and again, price is not always the best indicator of value.
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Actionable Ideas

As 2023 draws to a close, what will 2024 have in store for investors? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled. As we've seen before, a lot can happen in the meantime.

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Marking to Market: 2024 Outlook

As 2023 draws to a close, what will 2024 have in store for investors? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled. As we've seen before, a lot can happen in the meantime.

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2023 Mid-Year Economic and Market Outlook

The economic and market landscapes continue to evolve, and we expect some significant changes as we make our way through the remainder of 2023. In our Mid-Year Economic and Market Outlook for 2023, we lay out some of the “known unknowns” we believe could significantly affect the investing landscape and dive into our thoughts covering Equities, Fixed income and Real assets and alternatives. 

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Planning for Potential 2020 Election Results
We are entering the homestretch of the 2020 presidential election season. With two polarizing presidential candidates, an ongoing pandemic, a recession, social unrest and a mail-in ballot controversy, this cycle is truly like no other. With the current environment in mind, we lay out four possible election outcomes, with our thoughts on how the markets may react to each one. Our hope is that advisors and investors can begin to think ahead and plan for different potential scenarios.
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Siegel-WisdomTree ETF Model Portfolios: Income for the Long Run
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Fed 'March'es into Q2 on Hold
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Asset TV Interview: The Case for Indian Equities
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What Makes the Quality Factor Tick?
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Fed Watch: The Process for Rate Cuts
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Asset TV 2024 Outlook Masterclass Highlight
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Is This the End of the Line?
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Fed Watch: Can I See the Finish Line?
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Asset TV Interview: Raise the Quality of Your Growth
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Professor Siegel Talks Fed Meeting & Changing His View on Interest Rates
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The ETF Show: One Way to Invest in AI
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Is the Fed Fighting Yesterday's Battles?
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Navigate Market Headlines with Professor Siegel
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To Reveal Value, Start with Dividends
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Is the Fed Embarking on an Irreversible Policy Mistake?
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Powell Goes Full Steam Ahead
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WisdomTree’s Original Idea and Value Investing for the 2020s: A Discussion featuring Professor Siegel
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Nifty Fifty: The Fed Hikes Again
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Staying Focused Amid the Ukraine Crisis
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Nasdaq TradeTalks: Rates, Inflation and the Role of Dividends
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NYSE The Exchange: WisdomTree AI Enhanced Value Funds
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Nasdaq TradeTalks: WisdomTree Target Range Strategy
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NYSE The Exchange: WisdomTree Efficient Core Strategy
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Nasdaq Trade Talks - Gain Targeted Exposure to Emerging Cloud-Based Companies
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Why Quality Mid-Caps Can Offer Big Benefits
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A New Way to Access Dividend Leaders
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Professor Jeremy Siegel on WisdomTree
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Jeremy Schwartz and Jeremy Siegel
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