Commentary

When Investors Own Canada and Don’t Realize It

There weren’t too many market observers who penciled in higher tariffs on Canada than on China, but that’s where things stood, at least for a few hours, before Trump struck a deal with Prime Minister Justin Trudeau yesterday.

Commentary

Trump, Powell and Rates: A Look Ahead

The first month of 2025 is now in the rearview mirror, and investors recently experienced a fortnight (14 days) of headline-making activity, ranging from President Trump taking office, the January FOMC meeting, and of course, the developments surrounding the DeepSeek news.

Commentary

A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence

What a week! Markets were rocked by a series of developments—from AI news that could reshape the tech sector, to the Fed’s policy stance, and the tariffs on Mexico, Canada, and China that could inject fresh uncertainty into global trade.

Commentary

Fed Watch: A Pause That Refreshes?

For the first time since the Fed began cutting rates at their September FOMC meeting, the voting members decided to keep rates unchanged to begin 2025.

Commentary

Looking Back at Equity Factors in Q4 2024 with WisdomTree

Looking back to 2024, global equity markets remained resilient despite a challenging final few weeks. U.S. equities led both annually and quarterly, buoyed by robust corporate earnings, supportive fiscal policies and market optimism following the Republicans’ red sweep in November.

Commentary

From Underperformance to Opportunity: Biotech's Case for 2025

Despite continued underperformance in 2024, the biotech sector enters 2025 with a brighter outlook driven by groundbreaking innovations like mRNA cancer vaccines and CRISPR-based therapies.

Commentary

Markets Resilient Amid Historic Week and Fed Meeting in Focus

Donald Trump’s second term as president came with a flurry of executive orders and his policies are rippling across the global markets.

Commentary

Navigating Earnings Season: Margins for Error

As we kick off 2025, the landscape is rich with competing narratives and evolving dynamics.

Commentary

Just How 'Rich' Is U.S. Credit?

When investors have been looking to allocate funds within the U.S. fixed income markets, credit has seemingly been viewed as being perhaps too “rich,” or expensive, in relative terms.

Commentary

What about QT?

All of the attention when it comes to future Fed monetary policy decisions has been laser-focused on rate cuts. We would have to concur, and rightfully so. However, that doesn’t mean investors should take their eyes off the ball and not consider the Fed’s balance sheet.

Commentary

Inflation Tames, Economy Gains: A Resilient Start to 2025

This past week brought promising news for the markets and the broader economy. Inflation data came in at or below expectations, while economic indicators, including housing starts and retail sales, demonstrated surprising resilience.

Commentary

Titans of Tomorrow: Quantum Computing and Robotics on the Brink of Revolution

In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.

Commentary

The Future of AI: How NVIDIA’s Vision Is Shaping Our World

At CES 2025, Jensen Huang, CEO of NVIDIA, offered a compelling vision of AI’s future—one that combines bold technological advances with practical applications.

Commentary

Economic Resilience Meets “Higher for Longer” Rates

As we kick off 2025, the economic landscape showcased a strong economy and resilient job market even as higher interest rates weigh on market sentiment. This week’s data underscore the delicate interplay between inflation expectations, real growth, and the Federal Reserve’s policy stance.

Commentary

Five Alive: Where Is the Treasury 10-Year Yield Headed?

As we enter 2025, there has been a lot of conjecture about a return to the 5% threshold.