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By Jeremy Schwartz, CFA, Global Chief Investment Officer 2022 has opened with some shockwaves in the bond market and cascading volatility in the equity markets, particularly among the market’s mega-growth names. The macro environment is one we have discussed frequently in the blog—elevated inflation pressures are causing the Fed to start tightening policy. Last November, we published an interview and podcastRead More
By Jeremy Schwartz, CFA Global Head of Research Follow Jeremy Schwartz @JeremyDSchwartz On a recent podcast, WisdomTree Senior Investment Strategy Advisor Jeremy Siegel outlined his thesis for greater market volatility over the near term, resulting from inflation pressures in the macroeconomic system and an aggressive Federal Reserve policy stance necessary to counter them. Yet because of inflation, the returnRead More