aneekaguptaWTE

aneekaguptaWTE

Emerging Markets (EM) will be entering 2022 from a low base after their recovery was hindered by the resurgence of COVID variants, China’s regulatory crackdown and concerns of a more hawkish Federal Reserve (Fed). We expect 2022 to be another reversal of fortunes, quite like 2021 was a reversal of 2020. What makes us confident of the turnaround is – renewed policy...

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- Pierre Debru, Head of Quantitative Research & Multi Asset Solutions, WisdomTree Europe A little bit over a year ago, President Biden was elected, and the cyclical recovery rally kicked into gear. Low-quality stocks (lower profitability, higher debt) that had particularly suffered earlier in 2020, benefitted the most and outperformed all other parts of the...

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- Pierre Debru, Head of Quantitative Research & Multi Asset Solutions, WisdomTree Europe Since the beginning of the covid-19 pandemic, broad commodities have benefitted from a new lease of life. The Bloomberg commodity index is up almost 60%2 from its nadir, and investments, tactical or strategic in nature, are flowing once again to the asset class. However,...

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- Aneeka Gupta, Director, Macroeconomic Research, WisdomTree Coffee prices are trading at their highest level in 10 years and is the second-best performing commodity Year to date (Ytd)1. A combination of a production shortfall in Brazil (the world’s largest coffee producer) due to extreme weather conditions coupled with supply disruptions should continue to...

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- Aneeka Gupta, Director, Macroeconomic Research, WisdomTree Natural gas prices have declined sharply by 32.8%1 over the prior month. As we discussed here, market price action had run ahead of its underlying fundamentals. A combination of expectations of a warmer than usual winter period in North America2 coupled with the implied reduction in natural gas demand...

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For the past six years Bessemer Venture Partners, along with Forbes and Salesforce Ventures, have released the Cloud 100 List, the definitive ranking of the top 100 private cloud companies. This provides participants deep insights into the growth and innovation in the private side of the cloud computing market. Below we detail some of the key takeaways from...

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- Aneeka Gupta, Director, Research, WisdomTree Europe Why have declines accelerated in recent weeks? Oil price declines have been accelerated by concerns about the spread of the Delta variant in China its impact on oil demand. China being the second largest oil consumer and the largest oil importer plays a dominant role in the oil market. These concerns were...