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The “Mar-a-Lago Accord” is a speculative idea that the US may pursue a weak-dollar strategy to boost exports and reindustrialise. Unlike the 1985 Plaza Accord, global coordination now seems unlikely amid geopolitical tensions. If implemented, gold, silver, commodities, and high-dividend equities could benefit, but the policy remains highly uncertain.
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The “Mar-a-Lago Accord” is a speculative idea that the US may pursue a weak-dollar strategy to boost exports and reindustrialise. Unlike the 1985 Plaza Accord, global coordination now seems unlikely amid geopolitical tensions. If implemented, gold, silver, commodities, and high-dividend equities could benefit, but the policy remains highly uncertain.
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Investors typically view gold as a hedge against inflation, financial market turbulence, economic stress and geopolitical chaos. But it is also an excellent portfolio diversifier and WisdomTree analysis confirms that incorporating gold into a portfolio enhances overall outcomes.
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Japan's economy shows signs of stabilisation heading into 2025, with strong Q3 growth driven by services recovery, robust tourism spending, and targeted fiscal stimulus designed to boost household consumption and alleviate labour shortages. A weaker yen and corporate governance reforms have strengthened the case for investing in Japanese exporters.
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Dutch Title Transfer Facility (TTF) natural gas prices are performing strongly and outpacing their US equivalent by a large margin. We expect gas supplies in Europe to be tighter this year compared to last year.
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We are at a moment of peak uncertainty as we head into the final week of the US elections. Trump is favoured to win, but it is almost a coin toss. The election has the potential to significantly impact risk assets globally. Donald Trump’s policies vastly differ from Kamala Harris', which could have significant implications for the global economy.
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With the U.S. election approaching and candidates vying for undecided votes, the impact of policies on mounting government debt is back in focus. Investors like Paul Tudor Jones are positioning for long-term inflation as U.S. debt continues to grow, advocating for assets like gold and bitcoin to hedge against currency devaluation and fiscal irresponsibility.
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