THE WisdomTree BLOG
Economy and Monetary Policy Update with James Bullard
Alongside my co-host, Wharton School finance professor Jeremy Siegel, I had the opportunity to speak with St. Louis Federal Reserve Bank President James Bullard on our “Behind the Markets” podcast. We would describe Bullard now as having the lowest dot for the future trajectory of policy in the infamous dot plots of future Fed Funds Rates.
DGRC: The “One and Done” Concentrated Stock Build-Around
No conundrum is more difficult than portfolios plagued by stock concentrations, when one or a few heavy stock holdings have undue influence on a portfolio. Our new quality dividend growth strategy is designed to serve as a concentrated stock “build-around” vehicle.
Down in the “lower 48,” a central topic of fixed income discussion has revolved around the state of the U.S. credit market—specifically, the investment-grade and high-yield arenas. Are Canadian-dollar corporates experiencing performance similar to their U.S. counterparts? If so, is there room for further improvement?
Through the first nine months of the year, the global fixed income markets continued to defy the odds. Indeed, year-to-date, a variety of bond arenas posted visible positive performances, continuing the trend that investors have been accustomed to for almost two years now.