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Well, I get the pleasure of talking to Professor Siegel every week on our live podcast Behind the Markets. But there's so much going on. You had called that we might get a correction before we had all ...
Palantir Technologies, a U.S.-based AI and data integration company, is becoming essential enterprise infrastructure by embedding its decision-making software deep into operations. While traditional ...
We have been writing about concepts of broad commodity exposure and efficient core for some time, but we wanted to step back and consider how these ideas might come together in a broader portfolio ...
With the April 2 nd tariff deadline approaching, markets are eager to see if the Trump Administration signals a more targeted—but still impactful—approach to trade policy. Despite not cutting rates in ...
The Federal Reserve kept rates unchanged for the second consecutive FOMC meeting, signaling a cautious “wait and see” approach amid economic uncertainty and Washington policy concerns. Economic data ...
Unlike the dot-com bubble, we believe today’s tech giants, including Nvidia, have more reasonable valuations and sustainable earnings growth, making them fundamentally stronger investments. Despite ...
Hi, everyone. Thank you for joining today's Office Hours on Fed Watch, Watching and Waiting where you'll hear from Professor Jeremy Siegel, WisdomTree Senior Economist, Jeremy Schwartz, our Global ...
At Nvidia’s GTC 2025, CEO Jensen Huang unveiled the Blackwell Ultra GPU, 40x more powerful than its predecessor, signaling a leap in AI compute capabilities and rendering last-gen hardware nearly ...
Third-party model portfolios increase efficiency, saving advisors time while improving scalability. Clients trust advisors who use these models, seeing them as a sign of expertise and access to ...
In 2024, 65% of U.S. large-cap active managers underperformed the S&P 500 Index, reinforcing the persistent challenge active funds face in beating passive benchmarks. Cap-weighted indexing has ...
Warren Buffett’s growing interest in Japanese equities, particularly in five major trading firms, reflects his confidence in their strong fundamentals and attractive valuations. In fact, on March 17, ...
Implementing third-party model portfolios requires selecting the right technology platform, segmenting clients for a phased transition and effectively communicating the benefits of expert portfolio ...