Wealth Management

WisdomTree, Halo Launch Defined Outcome SMA Strategy

The partnership combines WisdomTree's asset allocation expertise with Halo's structured notes for defined outcome investing ...

WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

Separately, WisdomTree has continued expanding its presence in the SMA marketplace, including its recent collaboration with Quorus Inc. to provide WisdomTree’s investment strategies in a tax-efficient ...
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WisdomTree: OpenAI to IPO only if funding falls short of ambition

Jeremy Schwartz, Global CIO at WisdomTree, believes that OpenAI would only consider going public if it’s unable to secure sufficient funding through its existing partnerships with Nvidia and other ...
CNBC

10-year yield could get to 5% in 2025, says WisdomTree's Jeremy Schwartz

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Inc, joins 'Money Movers' to discuss Schwartz' thoughts on recent market performance, the CIO's thesis for equities, and much more. Got a ...
CNBC

U.S.-Japan trade deal 'may be the best deal' out of other major countries: WisdomTree

Jeremy Schwartz of WisdomTree discusses the latest announcements of the U.S.-Japan trade deal and lowering 'reciprocal tariffs' to 15%. He says the steepening in the Japan yield curve is a healthy ...