As we begin 2023, most economic and macro outlooks seem to all be on the same page. This week on the Basis Points podcast, Kevin Flanagan discusses how these outlooks might change given the current market backdrop. 

Basis Points: 1/100th of 1 percent.

What Could Possibly Go Wrong?

While the dual mantras of “don’t fight the Fed” and “don’t fight the tape” continue to battle it out, this week on the Basis Points podcast, Kevin Flanagan discusses one aspect of monetary policy decision-making that is getting short shrift: financial conditions. Listen now as Kevin covers the latest updates impacting the money and bond markets and contemplates timing for the next potential rate hike vs. rate cut.

Basis Points: 1/100th of 1 percent.

An "Un-Conditional" Guarantee?

So far in 2023, the topic of a possible default has been a 'hot-button' topic. This week on the Basis Points podcast, Kevin Flanagan discusses high yield securities and highlights our U.S. High Yield Corporate Bond Fund (WFHY) as a potential solution.

Basis Points: 1/100th of 1 percent.

Has Default Become the Latest Buzz Word?

At today’s FOMC meeting, the Federal Reserve downshifted its pace of rate hikes, this time lowering the “speed limit” to 25 basis points (bps), down from December’s 50 bps increase. This week on the Basis Points podcast, Kevin Flanagan outlines what this means for the economy and inflation and what to expect from the Fed going forward.

Basis point: 1/100th of 1 percent.

Fed Watch: Speed Limit 25

For the first six weeks of 2023, volatility in the money and bond markets took center stage, with a full year’s rally occurring in only about one month’s timeframe. However, over the past two weeks, UST yields have completely reversed course. During this week’s episode of the Basis Points podcast, Kevin Flanagan discusses the dramatic shift in the market’s narrative.

Basis Point: 1/100th of 1 percent.

Are the Winds of Change Turning into Gale Warnings?

During this week’s episode of China of Tomorrow, Liqian Ren is joined by Paul Triolo, Senior Vice President for China and Technology Policy Lead of Albright Stonebridge Group, a founding member of a new multidisciplinary advisory firm, providing integrated solutions for clients facing complex global opportunities and challenges. Listen now for the latest updates on China - U.S. relations, Trade and Tech sanctions, as well as on the ground insights.

Interview with Senior Vice President, Albright Stonebridge Group

For the second meeting in a row, the Fed implemented a 25 basis point rate hike, bringing the new fed funds trading range to 4.75% - 5%. The question on everyone’s mind now is whether the Fed continues on their rate hike mission, or is a pause, or even a rate cut in the near future. During this week’s episode of the Basis Points podcast, Kevin Flanagan discusses the Fed’s attempt to thread the needle given this newfound level of uncertainty. 

Basis Point: 1/100th of 1 percent.

Fed Watch: Threading the Needle

In this special episode of China of Tomorrow, Liqian Ren speaks with Adam Sun, IC member of Oceanpine Capital’s healthcare industry investment. Adam joins Liqian from Beijing during the height of the Silicon Valley Bank collapse to discuss related impacts, as well as the VC investment landscape in biotech including risks, challenges and a macro-outlook for seeking growth opportunities in China.

SVB and Chinese Biotech Ventures: Challenges and Opportunities

This week on the Basis Points podcast, Kevin Flanagan discusses the Fed’s actions following the Silicon Valley Bank collapse. During the episode, Kevin covers the regional and international impact of the collapse and provides a silver lining as the markets continue to grapple with the aftereffects.

Basis Point: 1/100th of 1 percent.

The Fed's Lending a Hand

Today's emerging markets landscape faces rising inflation and macro uncertainty. What are the challenges and opportunities for investors and their strategies in the current environment? This week on the China of Tomorrow podcast, Liqian Ren leads a discussion with award-winning Dr. Dambisa Moyo of Versaca Investments. During the episode, Liqian and Dambisa take a tour of emerging markets to discuss the latest considerations regarding the geopolitical landscape, U.S.-China-India relations and impactful evolution of AI on developed markets in the space.

Geopolitics and Asset Allocation: Re-think China and India

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liquian Ren is a registered rep of Foreside Fund Services, LLC.

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