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Bitcoin halving and mining update mid-2024 perspective

Escrito el 18.07.2024

As we approach the midpoint of 2024, approximately 89 days have passed since the pivotal bitcoin halving event in April. While bitcoin flirted with all-time highs earlier in the year, surpassing $73,000, it has yet to breach this threshold. Historically, any significant price change following halving events has not always been immediate; two of the last three halvings saw delayed price increases.

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Will AI be coming for your job anytime soon?

Escrito el 15.07.2024

The possible impact of AI, specifically large language models (LLM), on people’s jobs is a big topic in 2024. In this piece, we looked at one example of a more ‘academic’ take on the issue and looked at some more ‘anecdotal’ views. We found that, although these systems can do a lot, we’ll be waiting a long time for systems that can complete jobs in full with zero intervention.

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What’s Hot: The growth trade is on in US stocks

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  • Mercados financieros / economía
Escrito el 15.07.2024

Growth stocks have taken a clear lead in the US leaving value stocks lagging this year. A combination of macroeconomic conditions, excitement surrounding artificial intelligence, and optimism for corporate earnings is contributing to this. This blog explores how these forces are creating conditions that are ripe for growth to maintain its lead over value and illustrates the key ingredients investors ought to consider when determining how best to build an exposure to growth stocks.

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Contrarian alert: Is it time to look at software companies?

Escrito el 11.07.2024

The first half of 2024 saw the world’s largest companies by market capitalisation continue pushing the broad-based benchmarks for equities seemingly ever higher. However, the performance amongst software-focused companies has been challenged. Can we see an inflection and software-oriented firms doing better in the second half of 2024?

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The evolution of investing: from stagnant sectors to dynamic themes

Escrito el 09.07.2024

Sector investing has failed to evolve in line with the rapidly changing market, limiting its effectiveness in the modern investment landscape. Unlike sector investing, thematic investing offers a broader perspective, future orientation, flexibility across traditional sector boundaries, better diversification, potential for higher returns, and alignment with personal values.

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What's Hot: Grains outlook improves owing to weather volatility

Escrito el 08.07.2024

Over the past year agricultural commodities performance has bifurcated with soft commodities (cocoa and coffee) driving performance higher while grains (wheat, corn, soybean) lagging in performance.  However, the grains sector is showing signs of recovery following nearly two years of losses. The market remains focussed on the weather. Wheat is showing optimistic signs of recovery amidst the outlook for a weaker Russian wheat crop.

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What is (and isn’t) working within technology stocks?

Escrito el 04.07.2024

Nvidia has been driving the markets in 2024, greatly affecting the performance of technology-focused ETFs. We discuss the performance and factors affecting our technology-focused ETFs, the role of Nvidia, and the importance of software and cybersecurity in the AI megatrend.

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A look at what's driving outperformance of our Quality Growth ETF

Escrito el 02.07.2024

The WisdomTree US Quality Growth Index has a rules-based methodology that reconstitutes semi-annually each June and December. The index's design is not to bet on individual names or a basket of several constant names over the long run but to represent a relatively dynamically moving high-conviction allocation to 100 companies with high profitability and growth characteristics.

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