WisdomTree continues to listen closely to the advisor community and create new resources for advisors as well as all investors to provide the guidance they need to maneuver the daily market changes.
2024 Economic & Market 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.
Our 2024 Economic & Market Outlook covers:
- Is the recession of 2023 coming in 2024?
- What the “new rate regime” means for portfolios and strategic asset allocations
- Trends and opportunities in Fixed Income and Equities
The Global Edge
What Will “Higher for Longer” Actually Mean?
As major central banks in developed economies gear up for the next phase of monetary policy, the key question on the minds of global investors is what lies ahead. A consensus among central bankers suggests that rates will continue to stay in restrictive territory, with no cuts on the horizon in the near term. Given this backdrop, the central question for the coming year is deciphering the implications of "higher for longer." This shift in monetary policy will undoubtedly have far-reaching consequences for investment strategies, requiring careful assessment and adaptation as the financial landscape evolves.
Fed Watch: The Process for Rate Cuts
During this Office Hours replay, you will hear from Professor Jeremy Siegel WisdomTree Senior Economist, Jeremy Schwartz Global Chief Investment Officer and Kevin Flanagan Head of Fixed Income Strategy who discuss the results of the January FOMC meeting. As part of this discussion, they focus on market expectations for Fed policy in 2024 and how investors should pivot for rate cuts.
2024 Outlook Masterclass Highlight (CE Credit Available)
In this event highlight, Global CIO Jeremy Schwartz covers the latest with the Fed and his macro outlook, including the key factors influencing interest rates and where they may be headed.
Click here to access the full on-demand replay, available for CE Credit through Asset TV.
International Equities Highlight (CE Credit Available)
In partnership with Asset TV, Bradley Krom participated on an International Equity Masterclass to discuss what it will take for the global investing environment to improve, the current macroeconomic and market environment, risks and challenges, and key takeaways when it comes to investing internationally.
Click here to access the full on-demand replay, available for CE Credit through Asset TV.
Advisors can now join our thought leaders as they discuss current markets and actionable investment solutions. This small-setting format allows for advisors to ask questions and enter into a dialogue, leveraging our thought leadership to navigate the market uncertainty. The schedule is updated weekly.
The What’s Now Behind What’s Next:
Minds on the Markets
Week in and week out, our investment strategists Jeff Weniger and Kevin Flanagan, who live and breathe the market, translate the latest headlines, dissect the minutia of meeting minutes and break down the jargon to help inform your evolving investment decisions.