Global Chief Investment Officer
Jeremy Schwartz has served as 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 Behind the Markets podcast. Jeremy is a member of the CFA Society of Philadelphia.
WisdomTree's 20th anniversary offered a chance to revisit the innovations that helped define its ETF lineup. Jeremy Schwartz explores how the WisdomTree Japan Hedged Equity Fund (DXJ) pioneered currency hedged investing in Japan and why that approach remains relevant.
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The biggest challenge with portfolio diversification isn't finding alternatives. It's figuring out what to sell to make room for them. Jeremy Schwartz and Andrew Okrongly explain how capital-efficient ETFs can help investors preserve core stock and bond exposures while unlocking new sources of return.
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Twenty years ago, WisdomTree launched its first family of ETFs built on a simple idea: portfolios should be anchored to corporate fundamentals, not market popularity. Jeremy Schwartz revisits how the WisdomTree U.S. LargeCap Dividend Fund (DLN) has put that philosophy into practice through two decades of changing markets.
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Gold has retraced sharply, but several historic indicators are now aligning in a way that has previously marked major turning points. Jeremy Schwartz explains why the combination of washed-out sentiment, positioning, flows and price action could make the current setup one worth watching.
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With 10-year Treasury yields back near 4.5% and real yields above 2%, bonds can play a valuable role in portfolio construction. Jeremy Schwartz and Andrew Okrongly make the case that today’s market regime revives the original capital-efficient argument: a diversified stock/bond mix can be scaled intelligently to compete with all-equity portfolios.
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Most diversifying strategies force investors into a painful trade-off: lower portfolio volatility often means lagging behind during equity bull markets. Jeremy Schwartz explains how the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) is designed to solve that problem by layering a systematic long/short alpha strategy on top of core S&P 500 exposure instead of replacing it.
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