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A Potential Solution for Navigating Volatility

By Jeremy Schwartz, CFA Global Head of Research Follow Jeremy Schwartz @JeremyDSchwartz On a recent podcast, WisdomTree Senior Investment Strategy Advisor Jeremy Siegel outlined his thesis for greater market volatility over the near term, resulting from inflation pressures in the macroeconomic system and an aggressive Federal Reserve policy stance necessary to counter them. Yet because of inflation, the returnRead More

Leaders in Datacenters and Cloud To Host First Virtual Summit On Shaping The Future Of DE&I in The Industry

Biden Infrastructure, Clean Energy Plan May Be Windfall for Investors

Financial advisors expect the president s proposal to lend more support. Biden s influence here is going to be helpful, Mark Mathers, a certified financial planner and partner at Beacon Pointe Advisors in Boston, said. ESG funds can allocate money in many ways to promote social good. They may invest in energy firms that aren t reliant on fossil fuels or in companies that promote things like racial and gender diversity, for example. Do-it-yourself investors looking to grab a stake in climate- or environmentally focused funds should do some research to ensure a specific fund s focus. And all asset managers aren t created equal when it comes to ESG, Mathers said. Some are seizing on the funds recent popularity to debut investments, he said.

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