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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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Despite central banks worldwide beginning a rate-cutting cycle, inconsistent economic data and evolving inflation trends mean investors should prepare for potential market volatility heading into 2025.
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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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Bullish sentiment remains close to record highs. Added to that, the latest batch of US macro data has sent contrasting signal to the Federal Reserve and markets. Seasonality, the US elections, earnings and geopolitics all pose a rise to US stocks at time when sentiment is pointing to extreme greed. Adopting a quality bias would be a prudent approach in time of greed.
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