Market Insights

Jesper Koll
WisdomTree Japan CEO

09/12/2016

BOJ Countdown – Comprehensive, Dynamic, and Focused

In just weeks, the Bank of Japan (BOJ) policy board will meet. The meeting is more widely anticipated than usual because the board will deliver something not done before—a comprehensive assessment of monetary policy. Speculation has been running wild about the meaning and its possible implications: Could it signal a regime change coming? Is BOJ governor Haruhiko Kuroda capitulating? Will the BOJ start to tighten, or will it ease more?

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  • 06/25/2016
    Dividend-Weighting Equity Markets: 2006-2016
    Luciano Siracusano, Chief Investment Strategist

    A little more than a decade ago, WisdomTree launched its first 20 exchange-traded funds (ETFs) on the New York Stock Exchange (NYSE). The launch was historic because it represented, at that time, the largest listing by a single issuer in the 200-year history of the NYSE.

  • 06/21/2016
    Japan Roundtable: A Prime Beneficiary of Negative Interests Rates: Real Estate
    Jeremy Schwartz, Director of Research

    A Discussion With: Scott Callon, Chairman Of Ichigo, Chris Konstantinos, International Portfolio Manager At Riverfront Investment Group And Jesper Koll, CEO Of WisdomTree Japan.

  • 06/02/2016
    Dividends, Buybacks and the Prospect of Future Returns
    Jeremy Schwartz, Director of Research

    We suggest that an intuitive framework for future return expectations could be looking to dividends and share buybacks, whose components often are referred to as shareholder yield and are, we believe, important components of total returns.

  • 04/28/2016
    Bank of Japan, April Meeting
    Jesper Koll, WisdomTree Japan CEO

    Today, The Bank of Japan (BOJ) Policy Board devided to stay the course and did not add new monetary stimulus, with the exception of a new marginal lending facility for banks in the area of the recent earthquake.

  • 03/18/2016
    The Forgotten Dividend Payers: Mid- and Small-Cap Equities
    Jeremy Schwartz, Director of Research

    We believe one of the supporting points for equities, especially small- and mid-caps, during the last few years has been the income advantage they provide compared to the traditionally low yields of fixed income securities. With yields around the world under pressure in the face of continued monetary easing, this distinction is becoming ever more germane.

  • 02/16/2016
    The Case for Japan 2016-2017
    Jesper Koll, WisdomTree Japan CEO

    Japan's Risk Assets-real estate and equities-remain on track for a multiyear structural bull market. The current sharp downfall in equities-today TOPIX was down nearly 25% from its recent high of six months ago(August 14, 2015)- is primarily cyclical, in our view, with both domestic and global down-cycles combining to force a "crashtest" of our bullish-Japan thesis. If we are right and this is merely a cyclical problem, the next business-cycle up-turn should start to come into sight by this summer.

  • 01/25/2016
    Bank of Japan January Meeting – The Force Awakens
    Jesper Koll, WisdomTree Japan CEO

    On January 28 and 29, Governor Haruhiko Kuroda will chair the next policy board meeting of the Bank of Japan (BOJ).

  • 11/11/2015
    WisdomTree 2015 Annual Global Rebalance
    Jeremy Schwartz, Director of Research

    Each year, the rebalancing process refreshes the constituent weights of WisdomTree Indexes, moving them back toward a measure of relative value. The Global Dividend Index rebalance has refreshed constituents and reweighted securities across various indexes, to emphasize weights for those companies that have grown their dividends compared to their prices over the prior year.

  • 10/14/2015
    India Stands Out from Emerging Market Peers
    Jeremy Schwartz, Director of Research

    The India Earnings Index rebalance has refreshed its constituents and reweighted securities to emphasize weights for those companies that have grown their earnings compared to their prices over the prior 12 months. Despite the volatility of emerging market equities, for investors who share our belief in India’s long-term growth prospects, we think this recent rebalance could be an entry point.