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THE WisdomTree BLOG

Nizam Hamid / Macro Alerts, US 12 Mai 2017

Senkung der Körperschaftsteuer in den USA: Worin bestehen die Vorteile für Aktien?

Nizam Hamid

Seit den US-Wahlen wurden die Märkte in den vergangenen Monaten von der Erwartung des Reflationshandels (better: „reflation trade“, it is more usual in Germany) und der positiven Auswirkungen sowohl auf die US-Wirtschaft als auch auf Aktien angetrieben. 

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WisdomTree / US, Macro Alerts 16 Mrz 2017

Anche per la Fed... c’è aria di primavera

WisdomTree
La Federal Reserve (Fed) ha stabilito che, anche per le sue decisioni di politica monetaria, tira “aria di primavera”. In ciò che solo di recente era diventata una mossa altamente prevedibile, i membri votanti hanno deciso un altro rialzo di 25 punti base (bp) nel target range dei Fed Fund nella riunione di marzo sulla politica monetaria. Tuttavia, prima di questa decisione, i mercati stavano comportandosi come se il primo rialzo dei tassi del 2017 fosse dovuto arrivare a giugno, e non tre mesi prima. Pertanto, la domanda naturale da porsi è: qual è stato il ragionamento alla base di quest’ultimo rialzo dei tassi e che cosa dobbiamo aspettarci dalle future decisioni in materia di politica monetaria?
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Jesper Koll / Macro Alerts, Japan, US 07 Feb 2017

Trump's America & Abe's Japan - Concrete Proposals

Jesper Koll
Japanese Prime Minister Shinzo Abe is poised to be the first global leader to present President Trump with a concrete policy proposal that is designed to shape and promote Trump’s “America First” agenda and, at the same time, to advance the US-Japan alliance. After meeting the then President-elect for the first time on November 17, Abe will meet Trump for the second time on 10-11 February and PM Abe appears very determined to impress the President by offering a concrete “deal” so that both countries can move from talk to action. If, as we suspect, the meeting goes well, the implications are poised to be positive for US-Japan economic and financial relations.
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Jesper Koll / Macro Alerts, Japan, US 10 Nov 2016

Japan is ready for Trump

Jesper Koll
Against the initial risk-off shock reaction in Japanese markets, I think Japan is actually well prepared for a Trump Presidency. In my view, Team Abe will surprise by speedy and constructive counter policy - a sizable fiscal "war chest" has been put aside already, de-facto monetized by a BoJ committed to cap borrowing costs at zero percent.
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Viktor Nossek / Macro Alerts, US 09 Nov 2016

Trump gewinnt. Wie sind Sie positioniert?

Viktor Nossek
Endlich: Die lang erwartete Entscheidung für den 45. Präsidenten der Vereinigten Staaten ist gefallen. Unabhängig davon, ob Sie sich für das Clinton- oder das Trump-Lager entschieden hatten, ist jetzt genau der richtige Zeitpunkt für eine nähere Betrachtung der Positionen in Ihrem Portfolio. Nachfolgend erläutern wir in Kurzform einige Argumente für die kurz- und langfristige Positionierung unter Rückgriff auf börsengehandelte Produkte (UCITS ETFs und Exchange Traded Notes).
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Nick Leung

Research Analyst

Nick ist als Research Analyst bei WisdomTree Europe tätig und in erster Linie für das Verfassen von volkswirtschaftlichen Kommentaren, Analysen, Investment Strategien und Trading Ideen verantwortlich. Bevor Nick im Jahr 2015 zu WisdomTree Europe kam, war er bei Source tätig. Die Zeit davor hat er seinen Master am Imperial College London abgeschlossen und begleitend Unilever bei einem Eiscreme Projekt unterstützt. Nick hat zudem einen BA in Economics von der University of Nottingham.

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.

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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