Show from 1/14/22

How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more.

Guest:
Harindra de Silva - Portfolio Manager at Analytic Investors
For more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors# 
Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/ 
Follow Allspring Global Investments on Twitter: @Allspring

Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/14/22 How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more. Guest: Harindra de Silva - Portfolio Manager at Analytic Investors For more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors# Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/ Follow Allspring Global Investments on Twitter: @Allspring Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Harindra De Silva

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Business

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&amp;P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

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