White Paper

2024 Economic & Market Outlook

As 2023 draws to a close, what will 2024 have in store for investors? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled. As we've seen before, a lot can happen in the meantime.

Our 2024 Economic & Market Outlook covers:

  • Is the recession of 2023 coming in 2024?
  • What the “new rate regime” means for portfolios and strategic asset allocations
  • Trends and opportunities in Fixed Income and Equities
White Paper

The Global Edge: What Will “Higher for Longer” Actually Mean?

As major central banks in developed economies gear up for the next phase of monetary policy, the key question on the minds of global investors is what lies ahead. A consensus among central bankers suggests that rates will continue to stay in restrictive territory, with no cuts on the horizon in the near term. Given this backdrop, the central question for the coming year is deciphering the implications of "higher for longer." This shift in monetary policy will undoubtedly have far-reaching consequences for investment strategies, requiring careful assessment and adaptation as the financial landscape evolves.

Webinar

Mid-Year Outlook for Stocks, Bonds and the Economy

Join VettaFi and WisdomTree's thought leaders for a discussion on those and other critical issues, and help advisors respond to client questions and concerns about their wealth.

Webinar

Finding Opportunities in a Challenging Fed Environment

Join the thought leaders at WisdomTree and VettaFi for a robust discussion about the challenges and opportunities available in the fixed income space.

Commentary

What’s Yield Got to Do, Got to Do with It?

Today’s inflationary market landscape is fraught with risks for investors. Despite these circumstances, Scott Welch and Kevin Flanagan outline how bond investors can generate yield.

Commentary

U.S. Mid-Caps Remain Attractive After July’s Rally

July offered investors a slight reprieve from the market volatility that has characterized the first half of 2022.

Commentary

Be Greedy when Others Are Fearful

Let’s talk about something few people have any interest in talking about this year.

Commentary

Opportunities in Asset-Backed Fixed Income

On the latest episode of the Behind the Markets podcast, we had a fascinating conversation with Don Kohn, former Federal Reserve vice chair, and Dave Goodson, Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management.

Commentary

Yen Weakness May Support Japan Equities

Can a weakening yen (JPY) continue to bolster Japanese equity markets?

Commentary

The Nearly Unlimited Demand for Better Energy Storage

At this point, where do we honestly see ourselves on the journey to more and better energy storage solutions?

Commentary

Looking for Recession Clues in All the Wrong Places?

Commentary

A Realistic Framing of the Progress in Artificial Intelligence

Let’s face it—we love exciting announcements. Why talk about the small technical improvements of a given artificial intelligence (AI) system when you can prognosticate about the coming advent of artificial general intelligence (AGI)? However, focusing too much on AGI risks missing many incremental improvements in the space along the way.

Commentary

Mid-Cap and Small-Cap Dividends Shine amid Volatility

In our third of three posts on small-cap valuations, let’s examine how focusing on dividend payers amid a volatile market backdrop has provided excess returns, with even lower valuations.

Commentary

The Current and Future State of Model Portfolios

This article is relevant to financial professionals who are considering offering model portfolios to their clients.

Commentary

Digital Asset Market Note: A “De-pegging” Soros Would Be Proud Of

This week has seen a series of rapid contractions across the digital asset ecosystem. In a space that is well-known for volatility, even this week has stood out to observers.