It seems that the present situation in some respects is merely a continuation of the usual economic ups and downs while there are other indications that a crisis is soon to befall the global community Stocks prices have been going up in the US and the EU, interest rates are… Read More »
Thirty-five out of forty-one economists surveyed by Bloomberg currently expect the FOMC to hike the Fed Funds rate on September 17, thereby starting a period of policy normalisation Most have pointed towards the July FOMC statement which noted better data on net in June and suggested some progress toward the… Read More »
Over the past few months, financial markets have been rather anxiety-prone and the analysis of todays’ key issues has comforted in decision to overweight equities MARKET ANALYSIS Our positioning is driven by our response to the following three major issues. The first issue concerns how soon the U.S. Federal Reserve… Read More »
Low interest rates may not cure a fever – they may in fact raise a patient’s temperature to life threatening status I’m not what you would call a “prayerful” type of guy. Even at 30,000 feet, when the air gets rough, I never invoke the “God” word, settling instead for… Read More »
The eurozone is in the midst of a cyclical rebound thanks to lower interest rates, the weaker euro, reduced fiscal “drag” in some countries, lower oil prices and other factors, but threats abound Heatmap: Roubini’s End-2016 GDP Growth Forecasts for Europe (%) Source: Roubini Global Economics Greece Rudely InterruptsUntil the… Read More »
Jesper Koll, WisdomTree Investments’ chief executive officer in Japan, recently visited the Japanese prime minister’s offices and met with several senior decision makers I recently visited the Japanese prime minister’s (PM) offices and met with several senior decision makers to get a first hand update on what lies ahead now… Read More »
The Euro Summit meeting in Brussels that took place a couple of weeks ago seems to have finally provided some temporary closure to the Greek debt crisis The dreaded Grexit scenario was avoided (at least for the moment) and the Greek government was able to repay its arrears to the… Read More »
It has been difficult to filter through the noise of the Greece situation these past few months. But when you stop and have a look at the economic backdrop, things don’t look as bad as some of the alarming headlines might have you believe. Some significant economic headwinds have turned… Read More »
According to a new report by The Boston Consulting Group, worldwide AuM grew to $74 trillion in 2014, the third consecutive annual record, and the industry’s profit pool rose to match its historic peak of $102 billion. But pressure on fees rose Asset under management is one of the most… Read More »
WisdomTree conducts an annual screening to measure dividends paid in its developed international Index family. The annual rebalance provides a plethora of data about how dividends are changing across regions, sectors and companies. At this year’s screening, there were a few notable standouts in terms of growth in Japanese dividends.… Read More »