In 2024, 65% of U.S. large-cap active managers underperformed the S&P 500 Index, reinforcing the persistent challenge active funds face in beating passive benchmarks. Cap-weighted indexing has ...

At Nvidia’s GTC 2025, CEO Jensen Huang unveiled the Blackwell Ultra GPU, 40x more powerful than its predecessor, signaling a leap in AI compute capabilities and rendering last-gen hardware nearly ...

Implementing third-party model portfolios requires selecting the right technology platform, segmenting clients for a phased transition and effectively communicating the benefits of expert portfolio ...

With the April 2 nd tariff deadline approaching, markets are eager to see if the Trump Administration signals a more targeted—but still impactful—approach to trade policy. Despite not cutting rates in ...

The Federal Reserve kept rates unchanged for the second consecutive FOMC meeting, signaling a cautious “wait and see” approach amid economic uncertainty and Washington policy concerns. Economic data ...

Unlike the dot-com bubble, we believe today’s tech giants, including Nvidia, have more reasonable valuations and sustainable earnings growth, making them fundamentally stronger investments. Despite ...

Hi, everyone. Thank you for joining today's Office Hours on Fed Watch, Watching and Waiting where you'll hear from Professor Jeremy Siegel, WisdomTree Senior Economist, Jeremy Schwartz, our Global ...

European equities are off to a strong start in 2025. The MSCI EMU (Europe) Index is up 11% year-to-date in local returns, while the S&P 500 is up just 1.4%. You're reading that right: Europe has so ...

Warren Buffett’s growing interest in Japanese equities, particularly in five major trading firms, reflects his confidence in their strong fundamentals and attractive valuations. In fact, on March 17, ...

Third-party model portfolios increase efficiency, saving advisors time while improving scalability. Clients trust advisors who use these models, seeing them as a sign of expertise and access to ...

Apple’s iPhone 16 and Samsung’s Galaxy S25 mark a new frontier in AI-driven smartphones, with Apple focusing on privacy-centric, on-device intelligence and Samsung emphasizing interconnected, adaptive ...

We recently wrote about how investing is a curious mix of logic and emotion and that few topics capture this tension as vividly as market valuations. They evoke awe during periods of booming optimism ...