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THE WisdomTree BLOG

Nick Leung / Macro Alerts, Equities 18 May 2017

Balancing global opportunities against regional risks: Why you might consider global quality equity

Nick Leung

Upbeat global growth has reawakened investor appetite for equities. Investors looking to increase equity exposure may consider broad global equity ETFs as a means to focus on boosting asset class exposure without directional bets on regions. As a style, quality, dividend-paying stocks may offer an additional layer of stability to investors who like equities as an income growth generator when bond yields and interest rates remain unusually subdued.

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Viktor Nossek / Macro Alerts, Emerging Markets 16 May 2017

Five reasons why we believe Indian equities could spice up your portfolio

Viktor Nossek

India is at an interesting crossroad where leadership is pro-actively taking tough reforms for long-term growth. Two pillars of the Indian economy, that is consumption and demographics, have encouraging projected growth numbers

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Nizam Hamid / Macro Alerts, US 12 May 2017

US corporate tax cuts: What’s the upside for equities?

Nizam Hamid

Over the past few months since the US election, markets have been driven by the expectation of the reflation trade and the positive impact on both the US economy and equities. 

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Vania Pang / Macro Alerts 08 May 2017

What now for Chinese markets? An interview with ICBCCSI

Vania Pang

Despite China's Q1 6.9% growth rate, the 2017 target is 6.5%, a touch lower than the 6.7% GDP growth achieved in 2016. With these lower projections, can investors remain optimistic? Vania Pang, of ICBC Credit Suisse Asset Management (International) Co. Ltd. (ICBCCSI)’s, Capital Market and Investment Solution of Index and Quantitative Investment team, weighed in. 

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Nick Leung / Macro Alerts, Equities, Short & Leverage 04 May 2017

Le Pen vs Macron: How is your portfolio positioned?

Nick Leung

In the first round of the French elections on Sunday 23 April, Marine Le Pen, the candidate of the far-right National Front, won 21.7 percent of the vote, securing her place in the second round of the French presidential election. She’s facing Emmanuel Macron, the independent, who won the first round with 23.7% of the vote. In this article we outline how investors might consider positioning their portfolios around France’s second—and final—election on Sunday 7 May.

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Jesper Koll / Japan, Macro Alerts 26 Apr 2017

Japan outlook—Show me the money

Jesper Koll

We maintain our view that Japanese risk assets—equities and real estate—are on track for a multiyear structural bull market. We believe 2017 is poised to bring a positive reversal of earnings momentum, with a pickup in top-line sales growth and a weaker currency capable of delivering 25% to 30% earnings growth (after last year’s drop of around 8%, calendar year). Given the relatively attractive valuation backdrop—TOPIX is trading at a modest discount to its 10-year averages on both trailing and forward P/E multiples—the rising visibility of earnings is likely to be the principal driver of Japan’s market performance. In contrast, we expect policy action and initiatives to be relatively less important market drivers for Japan, and the Bank of Japan (BOJ) to stay put and maintain its zero-rate 10-year bond yield target for the foreseeable future.

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WisdomTree / Macro Alerts, FX / Currency Hedging 20 Apr 2017

Does currency hedging have a branding problem?

WisdomTree

One topic we often find exploring with investment professionals is the role of currency risk in international portfolios. We believe the industry has a branding problem with currency-hedged strategies; this is a legacy issue that may never be fixed for the industry, so education is critically important. The branding issue goes to the heart of what should be the default choice for international investments, in our view.

 

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WisdomTree / Macro Alerts, Short & Leverage 18 Apr 2017

Five things you need to know about trading oil

WisdomTree
Oil is an important commodity that investors track with great interest, but how best to judge the key trends—and what are the main nuances of the market? At the end of last year, OPEC agreed a deal where the cartel would cut production by 1.2 million barrels a day while the non-OPEC countries also agreed a further reduction of 558,000 barrels a day.
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Jesper Koll / Japan, Macro Alerts 13 Apr 2017

Pivot to the Pacific? Is it “risk on” Asia?

Jesper Koll

“Team Trump” demonstrated exemplary global economic leadership skills at last week’s Summit between President Donald Trump and China’s President Xi Jinping. Most importantly, both leaders agreed to a concrete agenda of dialogue and engagement: At the working level, both nations committed to a “100-day plan” to address bi-lateral trade issues, with progress overseen by the two Presidents directly; and at the top level, President Trump accepted President Xi’s invitation for a follow-on bi-lateral Summit in China sometime later this year. 

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Nick Leung / Short & Leverage, Macro Alerts, Commodities 10 Apr 2017

Oil supply glut not yet over: Learn how to position around oil’s latest slump

Nick Leung
The resurgence of US shale is undermining oil market fundamentals once again. Despite OPEC’s best efforts to pump up oil prices, recent surges in US stockpiles to record highs point to a global oil supply glut that is showing no signs of improvement. Unless market dynamics change, the short-term outlook for oil prices is likely to be bearish and volatile. This may entice tactical investors to take up positions using short and leveraged ETPs, whilst strategic investors may consider this an attractive entry point to boost their long-term oil exposure.
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Nick Leung / Macro Alerts, Europe / Eurozone 04 Apr 2017

Our thoughts on how to position around the first round of French elections

Nick Leung

The French Presidential election looks set to be a three-way contest between Marine Le Pen, Emmanuel Macron and Francois Fillon. One of these candidates will be eliminated following the first-round elections on Sunday 23 April, and we foresee three scenarios potentially unfolding.

This article outlines our view on each scenario and provides an asset allocation perspective on how investors might position tactically using short and leverage ETPs and strategically, through our smart beta ETF solutions.

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Viktor Nossek / Short & Leverage, Macro Alerts, Europe / Eurozone 30 Mar 2017

ECB tapering positive for Italian banks

Viktor Nossek
The Eurozone’s deeply discounted banking sector—particularly Italy’s—offers investors a potential entry point as long-dated government debt comes under pressure and the yield curve steepening that this instigates has revived carry trade opportunities.
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Nick Leung / Macro Alerts, Equity Income 28 Mar 2017

What Article 50 triggers: Domestic demand uncertainty New risks for Sterling assets, better opportunities for dividend stocks

Nick Leung

This blog is part of a series of blogs covering this year’s European geopolitical risks. Click here to view our 2017 European geopolitical risks infographic, highlighting this years’ key events to watch out for.

Theresa May will soon begin Brexit negotiations with a long list of demands in her hands. Her priorities include the creation of a new trade deal, retaking control over immigration and restoring British law-making sovereignty. But while the government remains hopeful for a favourable deal, UK domestic assets remain most at risk from the macroeconomic uncertainty lurking ahead. More insulated from these risks are ironically, broad UK equity exposures—dividends in particular.

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Nizam Hamid

ETF Strategist

Nizam Hamid is an ETF Strategist for WisdomTree in Europe and has extensive experience in the European ETF market. Prior to this he was at C8 Investments, a systematic hedge fund, focusing on business development and quantitative strategies, before that he was a consultant at FTSE. From 2010 to 2012, he was Head of ETF Strategy and Deputy Head of Lyxor ETFs, at the time Europe’s second largest ETF issuer. Before joining Lyxor he was Head of Sales Strategy for the Europe and the Middle East at iShares in London. Prior to that, he was Global Head of ETFs, Portfolio and Index Strategy at Deutsche Bank from 1998 to 2008. He has also worked as a quantitative analyst in London and Tokyo for UBS, BZW and Bankers Trust / NatWest Markets. He holds a Degree in Economics from the University of Liverpool.

Viktor Nossek

Director of Research

Viktor, who has over 14 years’ experience in research, joined the firm from Renaissance Asset Managers where he was Head of Research. Viktor provides macro research on various themes covering equities, commodities and fixed income. His research for WisdomTree in Europe offers investment strategies for the current range of Smart Beta UCITS ETFs as well as the Boost range of short and leveraged Exchange Traded Notes. Viktor has previously worked as a Research Analyst at BlackRock and Thomson Financial. He started his career as an Equity Strategist at Commerzbank, after he completed a Masters in Economics from Maastricht University, in the Netherlands.

Nick Leung

Research Analyst

Nick Leung is a Research Analyst for WisdomTree in Europe. He is responsible for macroeconomic commentary and analysis, formulating investment strategies and trade ideas, as well as the maintenance of research collateral. Prior to joining in 2015, Nick was at Source, having completed his Master’s Degree at Imperial College London. During this time he was also involved in an ice-cream entrepreneurship project with Unilever. Nick holds a BA in Economics from the University of Nottingham.

Jesper Koll

WisdomTree's Head of Japan

Jesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.

Vania Pang

Capital Markets and Investment Solutions, Index and Quantitative Investment, ICBC Credit Suisse Asset Management (International) Company Limited

Ms. Pang is responsible for Capital Markets and Investment Solutions functions of the Index and Quantitative Investment department at the ICBC Credit Suisse Asset Management (International) Company Limited. From 2012 to 2016, Ms. Pang was the Vice President of Corporate Strategy and Development, Asia Coal Limited, where she led the strategic mergers and acquisitions, capital raising and investor relations management. Prior to that, she was the Associate Director, Business Development of Crown One Asset Management Company Limited, responsible for sales and marketing of fund products. Between 2007 and 2008, Ms. Pang was Assistant Manager, Public Distribution Hong Kong (Equity Derivatives and Private Investor Product Sales) of RBS, handling sales and marketing of listed equity derivatives products. Before joining RBS, she was an anchor and reporter with the Cable TV and Hong Kong Economic Journal.

Ms. Pang holds a M.Sc. in Development Finance from The University of Manchester, a M.A. in Journalism and a B.A. in Business Administration from The Chinese University of Hong Kong. 

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