News

The big move in Japanese bond yields in the last few weeks raised some inquiries about what it all means for the opportunities in the Japanese equity markets. Our take is that the bull case remains, ...
Dovile Silenskyte explains how the GENIUS Act will turn stablecoins into pillars of U.S. financial infrastructure, transforming issuers into regulated digital banks and embedding the dollar deeper ...
Christopher Gannatti and Samuel Rines explain why Rheinmetall’s Q2 miss masks a far bigger story—€63.2B in backlog and €80B+ in nomination potential that signal structural, multi-year growth as Europe ...
Chris Gannatti and Ayush Babel make the case that under the noise of tariffs and rotation, India’s structural engines, from credit growth to services exports, remain firmly in gear.
In 2025, the U.S. and China unveiled rival AI action plans that mark a clear shift from technology competition to full-scale geopolitical strategy, with compute power now treated as a critical lever ...
What makes 2025 so compelling is how quickly investor narratives have flipped. In April, the dominant story was political risk and recession. By July, the focus had shifted to micro drivers—corporate ...
Christopher Gannatti makes the case for the WisdomTree Equity Premium Income Fund (WTPI), which may thrive in today’s volatility without requiring a bullish or bearish bet.
From turbocharged sedans to AI-powered drone swarms—Sweden's defense takes giant steps into the autonomous era. When most U.S. investors hear "Saab," they think of a discontinued line of turbocharged ...
Not all U.S. value portfolios are created equal. Many are methodology-dependent allocations that produce exposures drastically different from one another, despite being nominally branded as value.
Learn how our U.S. SmallCap Quality Dividend Growth Fund, DGRS, may offer compelling value in an environment where dividend payers and dividend growth remain top of mind in investor portfolios.
Amidst a banner year for artificial intelligence, cloud computing strategies have not participated in AI’s rally. Christopher Gannatti explores how this could change.
Is value dead? Or do the enthusiasts of the Russell index family and the Fama-French Factor Model need to re-evaluate price-to-book ratio (P/B) as the primary metric used in defining value stocks? The ...