Inflationary Implications – WisdomTree Asset Management – 1.13.21

Summary:

Now On Demand.

WisdomTree’s 2021 market outlook includes a call for higher inflation in the second half of 2021 into 2022, as the vaccine rollout leads to a re-opening of the global economy. This inflation view has important ramifications for traditional asset class allocations given historically low rates in fixed income and elevated valuations of U.S equities. Jeremy Schwartz will touch on the following key topics:

• How the ‘re-opening’ impacts WisdomTree’s 2021 outlook and focus themes
• An in-depth review of inflation hedges, particularly commodities
• Key considerations when investing in commodities
• Why WisdomTree’s outlook for 2021 favors emerging markets

Speaker:

Jeremy Schwartz has served as WisdomTree’s Executive Vice President, Global Head of Research since November 2018 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.