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

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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Nvidia’s recent meteoric rise evokes memories of Cisco’s ascent during the dot-com era. Jeremy Schwartz and Joseph Attia review some similarities between the two and how investors might connect the learnings of history to the present day.
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Nvidia, the highest P/S ratio stock in the S&P 500, has outperformed the market by a wide margin. Jeremy Schwartz and Joseph Attia discuss the challenges of reaching highest-multiple status and going on to be a long-term winner by way of returns.
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Recently, Tech stocks have been soaring, stirring up a mix of excitement and anxiety. As questions swirl about whether the outperformance can be sustained, much like how growth beat value for much of the last 15 years, Joe Attia and Jeremy Schwartz discuss the fear that the artificial intelligence (AI) boom may begin to rhyme with the internet explosion and subsequent bust of the 2000–2002 period.
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India has been one of the fastest growing major economies for the past decade, with an average GDP growth of 5.74%. Jeremy Schwartz and Ayush Babel outline why we believe the most populous country in the world might be at the cusp of an economic boom. 

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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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2023 Economic and Market Outlook

The economic and market landscapes continue to evolve, and we expect some significant changes as we make our way through 2023. In our 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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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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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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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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