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WisdomTree

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127 posts - 9.710 lecturas


What’s Hot: Dr Copper’s misdiagnosis

Escrito el 01.12.2022

Something curious has happened in the copper market: copper futures curves have shifted into contango from a state of backwardation. Backwardation is a sign of market tightness: people are willing to spend more on copper for immediate delivery rather than lock into a contract and wait a month at a lower price.

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Are recycled battery metals as effective as those newly mined?

Escrito el 30.11.2022

We believe that the demand for energy storage, that is generated in a sustainable way, will continue to grow and battery recycling will become a central part of this story. Whilst there may be a way to go before recycling is occurring at scale, it is exciting to see different companies taking steps to increase confidence in the space and to unveil major investment plans for the future.

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The new real estate for a post-COVID world

Escrito el 28.11.2022

A classic mantra in investing is: ‘during times of significant inflation, real assets may provide notable means to retain purchasing power’. Real estate is a classic ‘real asset’ but, after the COVID-19 pandemic, are you equally excited about traditional offices or shopping malls?

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SaaSacre 2nd wave: macro double squeeze

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  • 0
  • Mercados financieros / economía
Escrito el 24.11.2022

It’s been a tough year for tech companies and several public cloud stocks have recently fallen to new 52-week lows. But there is well noted resilience in the cloud model and cloud businesses may be about to demonstrate the full extent of their operational efficiency.

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What's Hot: Endgame for central banks far from done

  • 32
  • 0
  • Mercados financieros / economía
Escrito el 21.11.2022

Inflation in the US, UK, Eurozone are approaching the peak. However central banks are far from claiming victory over their fight on inflation. We explore the likelihood and duration of the US, Eurozone and UK economy rebounding from the upcoming recessionary environment. Amidst the challenging backdrop for global equities, we continue to maintain a value bias.

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The importance of transparency in digital asset products

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  • Tecnología Blockchain
Escrito el 18.11.2022

The following is an edited transcript of an episode of WisdomTree’s Crypto Clarified podcast, focused on the topic of transparency in institutional grade digital asset products. The discussion is between Benjamin Dean, Director of Digital Assets, and Jason Guthrie, Head of Digital Assets (Europe).

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Robots are already amongst us

Escrito el 10.11.2022

The robots are here, and China is already the market leader in ‘industrial robotics’. If we examine the real-world applications of these technologies, we may see new use cases emerging. For example, as we experience tight labour markets in 2022, could ‘service robots’ provide an answer?

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