There's a quiet revolution taking shape in portfolios. For decades, the 60/40 mix—60% equities, 40% bonds—was the shorthand for prudence, diversification and balance. 1 But the regime that made that ...

Europe’s fiscal expansion has evolved into a long-term rearmament and modernization cycle, driving capital investment in aerospace, energy and infrastructure. The European Central Bank’s pivot to rate ...

Japan trades at a steep discount to U.S. equities yet shows strengthening profits supported by pro-growth fiscal and industrial reforms. Record share buybacks, rising dividends and pressure from the ...

With the government shutdown temporarily resolved, market attention has shifted to whether the Fed will cut rates at its December meeting amid growing division within the FOMC. A rift is emerging ...

In early November 2025, Warren Buffett filed for another yen bond issuance, indicating desires to increase his currency hedge or put more capital to work buying more Japanese stocks. U.S. stocks ...

How can I diversify without sacrificing core exposures? Gold has long been considered a hedge for uncertainty, but typically one has to give up core exposure to allocate. The WisdomTree Efficient Gold ...

As the U.S. retrenches globally, Asian nations are accelerating domestic defense spending, creating a multi-decade rearmament cycle driven by geography and strategic necessity, not politics. Regional ...

For decades, investors have debated the merits of growth versus value investing. Growth companies offer the potential for rapid earnings expansion, often tied to innovation and long-term structural ...

Quantum computing is reaching a global inflection point and is poised to redefine the limits of technology and accelerate progress across industries. By harnessing the laws of physics, quantum ...

In 2025, Europe accelerated its defense revival with Rheinmetall opening the continent’s largest shell factory, a critical step toward meeting NATO’s artillery needs amid the ongoing war in Ukraine.

In a world of rising tariffs, regulatory churn and supply-chain realignment, companies like Home Depot, P&G and Visa demonstrate operational resilience by protecting margins and sustaining dividend ...

With the Federal Reserve cautiously navigating rate cuts and inflation remaining sticky, the macro environment suggests limited upside for long duration fixed income strategies. Treasury yields have ...