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 ...
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 ...
We conducted the annual rebalance for the WisdomTree Global Dividend Index (WTGDIV) earlier in October. During this year's reconstitution, there were 6,377 selected companies eligible for inclusion ...
Japanese equities surged in October 2025 as pro-growth policy maker Sanae Takaichi rose to power, boosting expectations for fiscal stimulus and renewed market reforms. Despite rising trade tariffs, ...
For decades, Washington's Indo-Pacific posture has depended on forward-deployed U.S. forces and an implicit guarantee of regional security. But that framework is changing. On his most recent Asia tour ...
There are years when the word value takes on renewed gravity, and 2025 may well be one of them. As we progressed through the summer and into the fall, the S&P 500 Index has been hovering near record ...
Emerging markets surged in 2025, with the MSCI EM Index up nearly 27% year-to-date, driven heavily by China tech and making valuations a growing concern for investors. The October rebalance of ...
The Federal Reserve’s October rate cut, to 3.75%–4%, signals a continued “risk management” approach, with December’s policy path tilting toward another cut ...