Page 4 - Ryan Krystopowicz News Today

This time we discuss a topic that seems to be top-of-mind for many economists, advisors and investors: inflation.

Financial advisors are missing out on opportunities to incorporate model portfolio strategies into their practices. “Your clients are looking to you more today than ever before. You need to be there financial MD. There is one thing that we identified that can drive significant changes for you – improve client retention, attract clients, drive improved client perceptions and even better position you for compliance with Regulation Best Interest – It starts with leveraging expertise,” Ryan...

For a company the size of Berkshire Hathaway, with nearly $900 billion in assets, the $6 billion investment was relatively modest. Perhaps because the amount is just a rounding error for Berkshire, the investment garnered little public attention. There was initial optimism from some—like one article from the Financial Times titled “Why Warren Buffett could lead other money managers into overlooked Japan”—but that attention has waned. And equity flows from international money managers ce...

May 8, 2021 On Behind the Markets, a podcast brought to you by Jeremy Schwartz, WisdomTree Global Head of Research, we talk to market strategists, business executives and financial advisors about important trends underpinning the financial markets.  In this episode, Jeremy talks to Sailesh Radha, co-founder and chief investment strategist of Borealis Global Advisory, and Drew Edwards, head of GMO’s Usonian Japan Equity team. In the first half of the podcast, we spoke with Sailesh Radha. We...

May 6, 2021 Taking a clearer view of how clients really think about model portfolios, an extensive research study into model portfolio perception and adoption conducted by WisdomTree has found that many financial advisors have misconceptions about how clients perceive model portfolios. In the upcoming webcast, What Clients Really Think About Model Portfolios, Ryan Krystopowicz, Associate Director, Product Solutions Specialist, WisdomTree Asset Management, will discuss how financial advisors ...

Why Netflix Isn’t in WisdomTree’s Growth Leaders Fund – and Hasn’t Ever Been By Jeremy Schwartz, CFA, Global Head of Research; Alex Moazed, CEO of Applico FAANG is now FAMGA (Facebook, Apple, Microsoft, Google, Amazon). This is the message Applico has been communicating for the past couple years, dating back to Alex’s Fox Business interview in 2019. And since Netflix’s annual report was released this month, Netflix’s high-growth tech story has been debunked. Instead, Netflix i...

A Quarterly Economic and Market Outlook in 10 Charts or Less “I just dropped in to see what condition my condition was in” (By Kenny Rogers & The First Edition, 1967) When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise. We believe the five primary economic and market signals that may provide perspective on where we go from here are  GDP Growth Global growth is expected to accelerate over the c...

non-farm payrolls and “ U-2,” or the overall unemployment rate (not the band): While employment has risen steadily and unemployment has fallen likewise, neither has recovered their level from prior to the onset of the COVID-19 pandemic. The Richmond Federal Reserve Bank forecasts further declines in the headline U-2 number, especially following the recent passage of the $1.9 trillion fiscal stimulus package: When looking at employment and payroll numbers, it is helpful to distinguish betwe...

A bird in the hand is worth two in the bush.[1] In investing, this describes investors’ preference for dividends (the bird in the hand) relative to future price appreciation (two in the bush). While this preference is undeniable, the impact of dividends on company valuation represents a fault line between a traditional finance view and a behavioral finance view of markets: From a  traditional finance standpoint—where all investors are rational and markets efficient—the relevance of ...

When budget deficits are running in the multi-trillions, guess what? You have to finance this huge gap.