When it comes to articulating data related to monetary policy outcomes, the FOMC has conveyed an awkwardly varied set of targets. Sam Rines discusses the FOMC's changing targets and data points related to monetary policy outcomes.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities. They discuss the current state of the tech market and its comparison to 1995, AI beyond Nvidia and predictions for biotech in 2024.
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The financial world passed a milestone in 2024: for the first time, the assets managed by passive investment strategies in the U.S. exceeded those under active management. Against this backdrop, Joseph Attia discusses the shift toward indexing at the cost of active managers’ market share.
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Four years ago, the global economy shifted to goods-driven due to the COVID-19 pandemic. Samuel Rines outlines the subsequent transition of the U.S. economy to services-driven and the potential implications for investors.
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The final quarter of 2023 defied the odds with corporate earnings soaring past expectations. Hyun Kang unpacks the earnings season and discusses how growth stocks led the charge and the WisdomTree U.S. Quality Growth Index outperformed.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Charles-Henry Monchau, CIO at Syz Group, about his views on the changing macroeconomic and geopolitical landscape. They spoke about new FAANGs, the risks of inflation and currency devaluation, the challenges and opportunities for Europe, and the winners and losers of the new decade.
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