The ‘real regime’ during the equity correction
■ Since the start of the year, a combination of hawkish monetary policy, the war in Ukraine and the risks… »
Why we still prefer stocks over bonds
·We recently cut risk, but stick with stocks over bonds for now. Equity prices now reflect much of the worsening… »
Global Markets Daily: Why Defaults Won’t Rise, Even If the Economy Slows
■ The increasingly hawkish stance of monetary policy and heightened market volatility have focused investors on the prospect of a… »
Biotech Sector: ETF Analysis Shows Overvaluation is Deflating
While the biotech sector had long enjoyed investors’ attention, it was never as pronounced as around the time the pandemic… »
The differentiated appeal of EM debt
We like emerging market (EM) local debt within an overall bond underweight. Much monetary tightening has been done, and valuations… »
Why has the Ukraine war put a spotlight on cybersecurity and the energy transition?
The war in Ukraine has catalysed two important megatrends – the growing need for cybersecurity, and the transition towards green… »
The Ukraine conflict is another inflationary shock for the world
Alas, it is settled. Inflation is not transitory. Its persistent uptick has serious implications for the global economy. The ongoing… »
WisdomTree European thematic quarterly update
Thematic universe overview AUM in thematic Exchange Traded Funds (“ETFs”) and open-ended funds stands at $289 billion as of end… »
Global ETP flows: march 2022
• Flows into global ETPs in March rose above February’s inflows, with $115.6B added over the course of the month.… »
UK GDP snapshot, the Shanghai shutdown and energy security concerns add up to an uncertain picture for markets
The latest reading on quarterly UK GDP is a bit like assessing the fitness before being sideswiped by a severe… »
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