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Investment Outlook 2020

Our outlook for 2020 and beyond is hinged on whether the US and China reach a trade deal or not. Will we have a trade truce or trade armageddon? If they fail to reach a deal, the global economy is likely to slide into a recession – the beginning of which has already started.

Join us for our upcoming webinar in which we will examine the new challenges and opportunities that we expect investors to face in 2020 given this uncertain backdrop.

Key topics:

• Gold shines amid global macro uncertainties
• Is Europe’s recovery losing steam?
• Haven currencies in vogue as global economy decelerates
• Slowing growth expectations to be a driver of bond yields
• Cryptocurrencies: 2019 was the end of the winter - what does the future hold?
Live online Dec 11 9:00 am UTC
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Presented by
Research Team at WisdomTree
Presentation preview: Investment Outlook 2020

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  • Livestream Video Panel - Fixed Income outlook for 2020 Dec 12 2019 9:30 am UTC 60 mins
    Lothar Mentel, Tatton IM | Lidia Treiber, WisdomTree AM | Jon Jonsson, Neuberger Berman
    With historic yield curve inversions around the world in 2019, 2020 is poised to be another year where fixed income markets will be carefully watched by investors. This panel will focus a discussion on topics most important investors from a fixed income perspective, such as:

    - Potential monetary policy changes by the FED and the ECB
    - Global trade between the US and china
    - US Presidential Elections & Brexit

    Panellists
    Lothar Mentel, CIO, Tatton Investment Management
    Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
    Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman

    Moderated by Justin Simler, Independent Expert
  • Investment Outlook 2020 Dec 11 2019 9:00 am UTC 60 mins
    Research Team at WisdomTree
    Our outlook for 2020 and beyond is hinged on whether the US and China reach a trade deal or not. Will we have a trade truce or trade armageddon? If they fail to reach a deal, the global economy is likely to slide into a recession – the beginning of which has already started.

    Join us for our upcoming webinar in which we will examine the new challenges and opportunities that we expect investors to face in 2020 given this uncertain backdrop.

    Key topics:

    • Gold shines amid global macro uncertainties
    • Is Europe’s recovery losing steam?
    • Haven currencies in vogue as global economy decelerates
    • Slowing growth expectations to be a driver of bond yields
    • Cryptocurrencies: 2019 was the end of the winter - what does the future hold?
  • Crypto 101: An Investor's Guide to Cryptocurrencies Recorded: Nov 19 2019 37 mins
    Dave Yates, Chief Information Officer at WisdomTree
    In recent years, the finance industry has grown increasingly interested in the investment potential of cryptocurrencies.

    We believe it's important for every investor seeking to explore this new asset class to familiarise themselves with how the underlying technology works.

    In our 'Crypto 101 for Investors' webinar we will explore the following:

    • The fundamentals of Cryptography and Blockchain
    • How the first cryptocurrency Bitcoin works in practice
    • Ethereum vs Bitcoin - an example of a different cryptocurrency
  • Why Invest in the Cloud Computing Megatrend? Recorded: Nov 13 2019 48 mins
    Christopher Gannatti, Head of Research at WisdomTree in Europe
    Cloud computing has become ingrained in nearly every aspect of our lives by fundamentally altering how we consume, process, and share information. Although cloud computing already has a significant impact on our daily lives, we believe the industry will eventually overtake the traditional software market.

    Join us for our upcoming webinar in which Christopher Gannatti, Head of Research at WisdomTree in Europe will explore the cloud technology investment opportunity.

    Highlights include:
    + Why cloud computing represents such an exciting megatrend
    + Understanding the cloud industry, its revenue model and the differences from the traditional software market
    + Case studies on specific companies operating in this industry
  • Gold Outlook - Is gold set to rise even higher? Recorded: Oct 9 2019 60 mins
    Nitesh Shah, Director, Research
    Over the past 3 months gold has seen a dramatic resurgence in price, finally surpassing levels not seen since 2013 and going on to break past $1500/oz. During this period the outlook for the economy, interest rates and exchange rates have changed markedly driving this rise.

    Join us for our upcoming webinar in which we will cover the following:

    • With the ongoing US-China trade war tension and global slowdown spreading, could gold rise even higher?

    • As central banks across the world expand monetary policy and reach into their tool boxes for new instruments, could we see a structural shift for gold?

    • Other precious metals are riding gold’s coattails higher. What tactical opportunities do they present?
  • The Artificial Intelligence Investment Opportunity Recorded: Aug 20 2019 55 mins
    Aneeka Gupta, Associate Director, Research at WisdomTree & Jack Cutts, Director of Industry and Business Intelligence for CTA
    Investment and adoption of Artificial Intelligence (AI) is on the rise, across all industries. The exponential growth in technology can be explained by the AI Flywheel Effect - the effect in which an AI product continuously improves with use. We believe AI is poised to catalyse economic growth for the next decade.

    In this webinar we will explore the investment opportunity presented by the AI industry, take a close look at some of the companies involved in AI and how investors can gain exposure to this exciting growth megatrend. We will be joined by Jack Cutts, Senior Director of Business Intelligence and Research from the Consumer Technology Association who will be sharing his expertise and insights on companies working in the AI industry.

    Topics that will be covered:

    • The AI investment opportunity
    • Why not all AI-labelled companies are equal
    • A close look at some leading AI companies and what they do
    • How to gain efficient exposure to AI
    • Questions & Answers
  • The Artificial Intelligence Investment Opportunity Recorded: Jun 25 2019 56 mins
    Aneeka Gupta, Associate Director, Research at WisdomTree & Jack Cutts, Director of Industry and Business Intelligence for CTA
    Investment and adoption of Artificial Intelligence (AI) is on the rise, across all industries. The exponential growth in technology can be explained by the AI Flywheel Effect - the effect in which an AI product continuously improves with use. We believe AI is poised to catalyse economic growth for the next decade.

    In this webinar we will explore the investment opportunity presented by the AI industry, take a close look at some of the companies involved in AI and how investors can gain exposure to this exciting growth megatrend. We will be joined by Jack Cutts, Senior Director of Business Intelligence and Research from the Consumer Technology Association who will be sharing his expertise and insights on companies working in the AI industry.

    Topics that will be covered:

    • The AI investment opportunity
    • Why not all AI-labelled companies are equal
    • A close look at some leading AI companies and what they do
    • How to gain efficient exposure to AI
    • Questions & Answers
  • Fixed Income - Finding high yield amidst dubious credit quality Recorded: Jun 4 2019 53 mins
    Lidia Treiber, Director of Research WisdomTree in Europe, Jason Guthrie, Head of Capital Markets WisdomTree in Europe
    Investors appear to be piling into the junk bond market as they continue to deal with very low yields in government bonds pushing the timeline to de-risk further out. High yield companies typically exhibit greater leverage than investment grade companies and have been recently offering higher levels of yield in comparison. Can investors get their solace elsewhere finding a balance between enhancing portfolio yield and issuer credit quality?

    In this webinar, Lidia Treiber, Director of Research at WisdomTree provides an overview of key themes impacting fixed income markets today and the predicament investors are facing. She will also discuss potential methods investors can consider to enhance portfolio yield using unique passive exposures.

    Jason Guthrie, Head of Capital Markets in Europe, will touch on fixed income Exchange traded fund (ETF) flows in Europe and provide insight into how investors should be analysing newly launched ETF solutions for this growing asset class.

    Key Highlights
    + Fixed Income Market Update
    + Fixed income ETF investment trends (flows)
    + Methods to enhance yield given current market conditions
    + AT1 CoCo Bonds - what are they and how they can help boost yields

    Followed by a Q&A session
  • Gold Outlook: Key drivers to 2020 Recorded: May 16 2019 45 mins
    Nitesh Shah, Director, Research at WisdomTree in Europe
    Gold prices have shaken off the weakness from 2018, with sentiment towards the metal recovering strongly at the beginning of this year. Can gold hold onto the gains or will risk-on sentiment take the shine off the metal?

    Nitesh Shah, Director of Research at WisdomTree, will discuss the key drivers for the price of gold according to his model approach and present his outlook for the coming year.

    • What is the likely gold price in a base case scenario for Q1 2020?
    • Upside risks are elevated if futures market positioning returns to back to where we were a year ago
    • Can the end of the Federal Reserve’s rate tightening cycle bode well for gold?
  • The Bull-Case for Japan 2019/20: Unlocking the Value-Trap Recorded: Feb 12 2019 44 mins
    Jesper Koll, WisdomTree's Head of Japan
    2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.

    Attendees will be eligible for 50 minutes of structured CPD credits.
  • Investment Outlook 2019 Recorded: Dec 11 2018 59 mins
    Christopher Gannatti, Aneeka Gupta and Nitesh Shah at WisdomTree in Europe
    During 2018, we have seen an unpredictable geopolitical landscape affecting global markets and 2019 is likely to see a continuation of this theme, with positive growth signals tempered by continuing political uncertainty across the US and Europe.

    Join us for our upcoming Investment Outlook 2019 webinar, in which we will examine the new challenges and opportunities that we expect investors to face in 2019.

    Key topics:

    • Predictions for US and Europe markets in 2019
    • Emerging markets outlook
    • Outlook for gold and oil in 2019
    • How battery technology innovation may affect demand for industrial metals

    Attendees will be eligible for 50 minutes of structured CPD credits.
  • The Evolving Battery Tech Landscape & Impact on Commodity Prices Recorded: Nov 8 2018 51 mins
    Aneeka Gupta, Associate Director, Research at WisdomTree in Europe & Nitesh Shah, Director, Research at WisdomTree in Europe
    The electric vehicle market is changing the automotive landscape. Sales of electric vehicles are growing exponentially as innovation in battery technology drives the total cost of owning an electric vehicle lower.

    In this webinar, we will explore developments in the battery technology landscape and how changing demand may affect the prices of commodities, such as nickel.

    Topics to be discussed include:

    • Developments in lithium ion batteries & implications for the supply chain
    • Catalysts behind electric vehicle uptake
    • How changes in battery technology may affect demand for different commodities
  • ETPs in 2018 - Navigating the Modern Landscape Recorded: Oct 16 2018 57 mins
    Jason Guthrie, Head of Capital Markets at WisdomTree in Europe
    In 2018, the Exchange Traded Product (ETP) industry continues to enjoy rapid expansion. The industry has grown, not only in terms of size, but also choice with a growing variety of product-types and exposures now available.

    In this webinar Jason Guthrie, Head of Capital Markets at WisdomTree in Europe will examine the evolving ETP industry taking a look at how advisors and investors can navigate this changing landscape.

    Topics include:

    • Moving beyond index tracking - Smart Beta & Modern Alpha
    • What are the different types of exposure that ETPs can deliver now
    • How ETPs can be used in portfolio construction

    Attendees at this webinar will qualify for 45 minutes structured CPD credits.
  • Commodities in 2018: What Lies Ahead for Investors Recorded: Feb 14 2018 52 mins
    Nitesh Shah, Commodities Strategist at ETF Securities & Aneeka Gupta, Equity & Commodities Strategist at ETF Securities
    Broad commodities have seen a strong start in 2018 so far with investor sentiment improving. Is this renewed interest a sign that commodities could climb further or is there reason to be cautious?

    Join us for a webinar on the 14 February in which we will explore the changing 2018 outlook for commodities and discuss the following topics:

    • Industrial metals - potential star performer for 2018?
    • How disruptive technology is transforming commodity demand
    • What factors may affect the gold price in 2018?
Live webinars & videos covering developments across global markets.
At WisdomTree, we deploy smart ways to bring value to the investor by offering flexibility when it comes to investing to meet the many different trading objectives our clients have. Although most of our ETF index strategies in Europe are based on proprietary strategic beta structures, as a firm, we also provide specific market access strategies when we’re able to enhance existing approaches.

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