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THE WisdomTree BLOG

Nizam Hamid / Macro Alerts, US 12 mag 2017

USA, taglio delle tasse alle aziende: quali i vantaggi per le azioni?

Nizam Hamid

Negli ultimi mesi, dalle elezioni presidenziali negli Stati Uniti, i mercati sono stati trainati dal “reflation trade” e dall’impatto positivo sia sull’economia che sull’azionario USA. 

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WisdomTree / US, Macro Alerts 16 mar 2017

Fed-Watch: Ein frühlingshafter Sprung nach oben

WisdomTree
Die US-Notenbank (Fed) hat beschlossen, ihre geldpolitischen Entscheidungen im Frühling voranzutreiben. Die Erhöhung der Leitzinsen um weitere 25 Basispunkte (Bp), für die sich die stimmberechtigten Mitglieder der Fed während ihrer März-Sitzung aussprachen, war erst vor kurzem weitläufig in den Medien kommuniziert worden. Bis dahin waren die Märkte davon ausgegangen, dass die erste Zinserhöhung 2017 im Juni stattfinden würde, und nicht bereits drei Monate früher. Daher stellen sich natürlich folgende Fragen: Warum erhöhte die Fed ihren Leitzins bereits im März und welche geldpolitischen Entscheidungsspielräume bleiben ihr in Zukunft?
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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

Vittoria di Trump: come siete posizionati?

Viktor Nossek
Finalmente. La lunga attesa per l’elezione del 45° Presidente degli Stati Uniti è terminata. A prescindere, tuttavia, da quale fosse il vostro candidato favorito, se Clinton o Trump, è ora giunto il momento di esaminare con più attenzione i titoli in portafoglio. Nei paragrafi di cui sotto esprimiamo le nostre opinioni riguardo al posizionamento, sia sul breve che sul lungo periodo, nei prodotti ETP (UCITS ETF ed Exchange Trading Note).
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Viktor Nossek / Macro Alerts, US 02 nov 2016

Elezioni USA: l’asset allocation a seconda del vincitore. Trump o Clinton?

Viktor Nossek
Nell’era dell’informazione, in cui le questioni private o segrete possono facilmente diventare di pubblico dominio, raggiungendo i quattro angoli del mondo attraverso i social, le opinioni e le percezioni possono cambiare con altrettanta rapidità. A meno di una settimana dalle elezioni americane, la partita per stabilire chi si aggiudicherà la prossima Presidenza degli Stati Uniti è ancora aperta.
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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

Vania Pang è responsabile delle funzioni Capital Markets e Investment Solutions del Dipartimento Index e Quantitative Investment di ICBC Credit Suisse Asset Management (International) Company Limited. Dal 2012 al 2016, Vania Pang ha ricoperto il ruolo di Vice President of Corporate Strategy and Development presso Asia Coal Limited dove si è occupata di gestire le operazioni strategiche di fusione e acquisizione, gli aumenti di capitale e le relazioni con gli investitori. Prima ancora ha svolto l’incarico di Associate Director, Business Development in Crown One Asset Management Company Limited, in qualità di responsabile delle vendite e del marketing dei fondi. Tra il 2007 e il 2008, Vania Pang è stata Assistant Manager, Public Distribution Hong Kong (Equity Derivatives and Private Investor Product Sales) presso RBS, occupandosi delle vendite e del marketing dei prodotti su derivati dell’azionario quotato. Prima di entrare in RBS è stata conduttrice e reporter per Cable TV e l’Hong Kong Economic Journal.

Vania Pang ha conseguito un MSc. in Development Finance presso l’Università di Manchester, un M.A. in Giornalismo e un B.A. in Business Administration presso l’Università cinese di  Hong Kong. 
 

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