South Korea is a peculiar country for asset allocators. Jeff Weniger discusses the potential impact of corporate governance reforms on the country’s stock market and emerging markets funds.
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Japan’s commitment to “Management That Is Conscious of Cost of Capital” (MTICCC) is revolutionizing its economic landscape. Jeff Weniger delves into the nation’s strategic financial reforms, from altering corporate governance to incentivizing investment.
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Japan’s Nikkei 225 recently reached new heights unseen since 1989, surpassing 40,000 for the first time. Jeff Weniger delves into Japan’s economic landscape, exploring the impact of Abenomics, corporate governance reforms and the intriguing “Name and Shame” list on the nation’s stock market triumph.
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Warren Buffett recently released his annual letter to shareholders. Jeremy Schwartz highlights ideas from four passages of the letter including quality vs. value, high-quality dividends, FX hedging and the gambling culture in stock trading.
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The post-pandemic inflationary era disrupted many long-established market relationships; however, one notable overseas relationship remains within its historical norms. Jeremy Schwartz and Brian Manby dive into how investors can access the opportunity in Japan with the WisdomTree Japan Hedged Equity Fund.
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In recent weeks, the Fed’s focus has shifted from rate hikes to rate cuts. What does this mean for the markets? Bradley Krom highlights the impact of Fed policy on global equities and outlines four ideas for 2024.
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