Global Chief Investment Officer
Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also 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. Jeremy is a member of the CFA Society of Philadelphia.
Most diversifying strategies force investors into a painful trade-off: lower portfolio volatility often means lagging behind during equity bull markets. Jeremy Schwartz explains how the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) is designed to solve that problem by layering a systematic long/short alpha strategy on top of core S&P 500 exposure instead of replacing it.
Read the article
A handful of mega-cap tech stocks continue to dominate index weights, even as leadership shifts quickly and creates pockets of mispricing across the market. Jeremy Schwartz explains how these dynamics are distorting traditional value indices and why a more intentional strategy like the Wisdom Tree U.S. Value (WTV) Fund may better capture true value.
Read the article
WisdomTree is expanding its capital-efficient ETF lineup with the launch of the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD). Jeremy Schwartz explains how NTSD’s 90/60 structure adds international equity exposure while helping investors address home-country bias without reducing core U.S. holdings.
Read the article
Japan is reemerging as a global equity opportunity, supported by attractive valuations, improving domestic momentum, and structural tailwinds from reform, AI and defense spending. Jeremy Schwartz outlines why Japan can serve as both a return opportunity and a portfolio diversifier at a time when U.S. equities look increasingly expensive.
Read the article
Japan’s bond yields are climbing and politics are heating up, but the country’s fiscal picture is quietly improving. Jeremy Schwartz and Behnood Noei explain why rising nominal growth, a strengthening budget balance and attractive equities make Japan a potential standout in global markets.
Read the article
Precious metals and Industrial metals surged in the second half of 2025 while energy prices declined, revealing uneven trends across commodity markets. Ayush Babel and Jeremy Schwartz explain how the WisdomTree Inflation Plus Fund and the WisdomTree Enhanced Commodity Strategy Fund apply two differentiated approaches to navigating complex commodity cycles.
Read the article
