Quality Street
As we look to the remainder of 2023 and beyond, we believe quality will become increasingly important. Against the backdrop of a volatile market environment, Scott Welch takes a deep dive into the quality risk factor.
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Scott Welch, CIMA ®
Chief Investment Officer, Model Portfolios
Latest insights from Scott Welch, CIMA ®
Learn to Yield
Fixed income has regained its historical role within portfolios—generating risk-controlled yield and acting as a hedge to equity beta risk. Scott Welch and Kevin Flanagan survey the current market environment and outline how bond investors can generate yield.
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The Q4 2023 WisdomTree Economic & Market Outlook in 10 Charts or Less
When preparing your portfolio for the long term, it is important to focus on market signals and weed out market noise. Scott Welch outlines the five primary economic and market signals for investors to focus on in the remainder of 2023.
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It Don’t Bother Me (Well, a Little Bit)
The general consensus seems to be shifting to a more optimistic outlook on the economy and the market. While the headline numbers seem reasonably positive, other indicators suggest there may be more “fragility” than what appears. Scott Welch takes a deep dive into the current market conditions.
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Trying to Reason with Hurricane Season
The markets are approaching “hurricane season” with respect to market volatility. Scott Welch reviews the current economic landscape and discusses what advisors and investors should be focusing on as we approach the fall of 2023.
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Sing Me a Song of Valuation
The “Magnificent Seven” and “MegaCap-8” have been hot topics in the markets recently. Scott Welch analyzes these stocks from a valuation perspective and looks at current valuations across different asset classes and styles.
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