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April 29, 2024
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BofA’s Hartnett Says Consumer Stocks Best Play For War Aftermath
Investors should buy consumer stocks in a way to play “policy panic” as the US strives to prevent a recession, according to Bofa's Michael Hartnett.
WisdomTree’s Case for Going Global: Japan, Currency Hedging, and the End of U.S.-Only Thinking
After 15 years of U.S. dominance, most advisors find themselves structurally underweight international equities—and the 2025 MSCI EAFE Index breakout made that gap hard to ignore. WisdomTree’s Jeff Weniger breaks down where the opportunity sits now: Japan’s governance revolution, the underappreciated advantage of currency hedging, and why owning broad international funds may not be enough to capture what matters most in today’s shifting global order.