Jeff Weniger | Source | Head of Equity Strategy at WisdomTree
Jeff Weniger
Jeff Weniger serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director and Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets. Jeff has a B.S. in Finance from the University of Florida and an MBA from Notre Dame. He has been a CFA charter holder and a member of the CFA Society of Chicago since 2006. He has appeared in various financial publications such as Barron’s and the Wall Street Journal and makes regular appearances on Canada’s Business News Network (BNN) and Wharton Business Radio.
-
WisdomTree (https://www.wisdomtree.com/)
Head of Equity Strategy
-
What the Fed's Rate Cut Means for Your Portfolio
The Federal Reserve made a splash last month by cutting back its benchmark interest rate—officially snapping a streak of 11 rate hikes from March 2022 and
Article -
WisdomTree's Weniger: Lean in, because it's a bull market
Jeff Weniger, head of equity strategy at , says that the "rip-roaring rally" that started in late October on account of declining interest rates, and it slowed in January but now "Boom, suddenly you're back off to the races" with the stock market at new highs and the Standard & Poor's 500 now eyeing 5000. Weniger notes that there are plenty of concerns for the rally, and he notes that a downturn could test the classic 60-40 portfolio, where he thinks investors may be disappointed with how fixed income does its job of providing portfolio protection. Talking technicals, Lawrence McMillan of says he is staying bullish, but he is on alert for changes because the current rally feels similar to January 2018 or 2020, both years that had solid starts only to turn ugly in February and March. Plus, discusses a study from showing what countries people want to move...
Podcast -
WisdomTree: Small-caps will outperform as the market gets 'showered' with rate cuts
Jeff Weniger of WisdomTree says the Fed rate cuts are bullish for equities, and that he is seeing a rotation into small-caps.
Video
-
“I think the most common question a guy like me has been fielding for the past month or two is, ‘Which ETFs should I buy for the Fed rate cuts?’ Jeff Weniger, Head of Equity Strategy at fund sponsor and asset manager WisdomTree, told us in a recent interview. “And the answer is, ‘I can show you what worked in prior rate cycles. But I haven’t the foggiest idea if any of this will parlay into this rate-cut cycle.’” – WealthUp Kiplinger’s
-
“Since tariff hikes have already been priced into the market, the risk factor is rather that tariffs will be applied less than expected. Defense stocks could be influenced by how the next administration conducts diplomacy in Ukraine and other areas.” – Nikkei
-
“One wild card is Vance. While he has ties to the tech industry, he has also been critical of its growing power, backing Khan’s actions against companies such as Alphabet, Amazon.com, and Meta Platforms. “Khan has been such a bulldog going after the Magnificent Seven, but you’ve seen some relief about concerns of more GOP pressure on Big Tech,” says Jeff Weniger, head of equity strategy at WisdomTree. “We’ll see if Vance throws a wrench in that.” - Barron’s
