WisdomTree
Commentary
What’s Yield Got to Do, Got to Do with It?
Today’s inflationary market landscape is fraught with risks for investors. Despite these circumstances, Scott Welch and Kevin Flanagan outline how bond investors can generate yield.
Commentary
U.S. Mid-Caps Remain Attractive After July’s Rally
July offered investors a slight reprieve from the market volatility that has characterized the first half of 2022.
Commentary
Be Greedy when Others Are Fearful
Let’s talk about something few people have any interest in talking about this year.
Commentary
Opportunities in Asset-Backed Fixed Income
On the latest episode of the Behind the Markets podcast, we had a fascinating conversation with Don Kohn, former Federal Reserve vice chair, and Dave Goodson, Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management.
Commentary
Yen Weakness May Support Japan Equities
Can a weakening yen (JPY) continue to bolster Japanese equity markets?
Commentary
The Nearly Unlimited Demand for Better Energy Storage
At this point, where do we honestly see ourselves on the journey to more and better energy storage solutions?
Commentary
Looking for Recession Clues in All the Wrong Places?
How quickly the narrative has shifted back and forth in the money and bond markets.
Commentary
A Realistic Framing of the Progress in Artificial Intelligence
Let’s face it—we love exciting announcements. Why talk about the small technical improvements of a given artificial intelligence (AI) system when you can prognosticate about the coming advent of artificial general intelligence (AGI)? However, focusing too much on AGI risks missing many incremental improvements in the space along the way.
Commentary
Mid-Cap and Small-Cap Dividends Shine amid Volatility
In our third of three posts on small-cap valuations, let’s examine how focusing on dividend payers amid a volatile market backdrop has provided excess returns, with even lower valuations.
Commentary
The Current and Future State of Model Portfolios
This article is relevant to financial professionals who are considering offering model portfolios to their clients.
Commentary
Digital Asset Market Note: A “De-pegging” Soros Would Be Proud Of
This week has seen a series of rapid contractions across the digital asset ecosystem. In a space that is well-known for volatility, even this week has stood out to observers.
Commentary
A Strategy for Volatile Markets in 2022
Investors often look for ways to enhance income, lower a portfolio’s overall expected volatility or even help manage taxable gains.
Commentary
The WisdomTree Q2 2022 Asset Class and Risk Factor Review and Outlook
Regular readers of WisdomTree blogs know that we are firm believers in both asset class and risk factor diversification when building our Model Portfolios.
Commentary
Looking Abroad for Dividend Income
Value has trounced growth this year, and high dividend companies have outperformed. Matt Wagner discusses the global dividend investment opportunity: emerging markets.
Commentary
Will the Future Be Web3, Metaverse or Open Source?
“Web3” has emerged as a buzzword over the last few months.
Commentary
What Lies around the Corner for Digital Assets?
Digital assets have grown exponentially in the past decade. After the recent crypto sell-off, Benjamin Dean discusses what may lie ahead in the digital assets ecosystem.
Commentary
The WisdomTree Q1 2022 Economic and Market Outlook in 10 Charts or Less
When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise.
Commentary
The New Year Reset: The WisdomTree U.S. Value Fund
One of WisdomTree’s flagship value Funds made some notable changes at the start of the new year.
Commentary
2022 Economic & Market Outlook
2021 has been a year of notable economic growth after unexpected change caused by the COVID-19 pandemic. In our Economic and Market Outlook for 2022, we lay out some of the “known unknowns” we believe could significantly affect the investing landscape...
Commentary
China and India Energy: Two Countries for the Same Tale?
For India and China, 2021 is a tale of two equity markets. But when it comes to energy—particularly coal-generated electricity—the two countries are remarkably similar. Liqian Ren discusses the potential impact of this reliance on India and China’s economic growth.
Commentary
Checking In on Risk Factor Diversification
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients.
Commentary
The Markets Continue to Rethink the 60/40 Portfolio
We believe the traditional 60/40 portfolio will face significant headwinds in meeting investor objectives as we move through this decade and the next. Against this backdrop, Scott Welch discusses how WisdomTree seeks to challenge the traditional 60/40 approach.
White Paper
The Dividends of a Quality and Growth Factor Approach
by WisdomTree, 4/18/16
While quality can be measured in a variety of ways, we think that the broad themes of earnings consistency or growth, low debt and high return on equity are common threads to many different approaches. We’ve seen that, over time, focusing on quality—whether through MSCI’s approach or through Fama and French’s looking at operating profitability—has generated outperformance over different periods.
Commentary
China in the Spotlight
While 2014 was a challenging year for emerging markets, the story in 2015 has been substantially different so far. At a country level, both China and Russia have been primary contributors to this recovery.
Commentary
U.S. Core Fixed Income Performance at a Crossroad
In recent weeks, longer-term borrowing costs around the world have started to rise rapidly. As a result, long only investors are now sitting on losses in their bond portfolios for the first time in 2015. This can be psychologically significant.
Commentary
The Most Wonderful Time of the Year (for Japanese Equities)
March 31 marks the end of Japan’s fiscal year, making it a very important point from which to gauge how Japanese stocks are behaving and, ultimately, whether Abenomics is having any real impact.
Based on what we’re seeing so far, we remain extremely excited for the prospects of Japanese equities.
Commentary
Bearish on the U.S. Markets, Yusko Looks to Japan and Russia for Growth
This week Professor Siegel and Jeremy Schwartz chatted with Mark Yusko, Chief Investment Officer of Morgan Creek Capital, about his thoughts concerning extended U.S. valuations and global markets that may offer abundant potential beyond that of the United States.
Commentary
Attention Contrarians – Time to Look at Emerging Markets
Often when it becomes difficult to even consider discussing—much less investing in—particular markets, it might be time to take another look. History is full of examples of investors with strong stomachs making out quite well by buying some of the most unloved markets, sectors or companies in the world.
Commentary
Is Your Investment Factor “Campbell Harvey Strong”?
This week Professor Siegel and Jeremy Schwartz chatted with Campbell Harvey, professor at Duke University, to speak about his presentation, which challenges the efficacy of many factor-based investment strategies.
Commentary
Analysts Love to Talk about China but Should Focus on South Korea
This week Professor Siegel and Jeremy Schwartz chatted with Jeff Weniger, Investment Strategist at BMO Global Asset Management. We spoke at length about the impact of the U.S. dollar on global markets. I found our conversation about the impact of easy monetary policy on economies such as China and South Korea particularly noteworthy.
Commentary
Why It’s Good to Be Young in Japan
At the Japan Society event “The Sun Also Rises?: Japan’s Potential in the Post-Crisis Global Economy,” we heard panelists talk about how they thought that Japan could incentivize growth in productivity. One area of note was that Japan’s largest industrial employer shifting from seniority-based pay to pay for performance was a very big step.
Commentary
Emerging Markets of Tomorrow
This week Professor Siegel and Jeremy Schwartz chatted with Gavin Serkin, Emerging Markets (EM) Editor at Bloomberg News. They also spoke to Worth Wray, Chief Strategist at Mauldin Economics, whose current focus is also on EM and the implications of a stronger U.S. dollar.
Commentary
Top 10 Considerations for June to September Liftoff
One of the top stories of 2015 so far has been the anticipated liftoff from the zero bound interest rate target of the U.S. Federal Reserve (Fed). As market forecasters continue to debate June vs. September, we share some observations from previous hiking cycles to guide your views.
Commentary
Will a Weak Jobs Report and Poor Productivity Give the Fed Pause?
Last Friday, Professor Jeremy Siegel and Jeremy Schwartz sat down with Sam Chandan, founder and chief economist at Chandan Economics, to discuss the unexpectedly weak jobs report, productivity, low interest rates and implications for the housing market.
Commentary
How to Profit When Rates Rise: Negative Duration Bond Strategies
As the debate rages surrounding the timing of the first Federal Reserve (Fed) rate hike, we continue to discuss the potential tradeoffs surrounding this inevitable shift in policy. While some investors may be content to ride out the waning bull market in bonds, others may seek to position more tactically.
Commentary
Federal Funds Rate Expectations: It’s October 2014 All Over Again
After a series of stops and starts, comments from a variety of Fed speakers and a slight pickup in some U.S. economic data, the Fed took the opportunity to deliver a dovish surprise at its March 18 policy meeting.
Commentary
Japanese 10-Year Rates Double in 2015, Rise Above German Bunds
Since reaching historic lows in mid-January, Japanese government bond (JGB)yields have doubled over the last several weeks. In the process, they have eclipsed German 10-year bund yields for the first time in over 20 years.
Commentary
Dove or Ivory? A Case Study on Currency Impacts
Given the divergence of central bank policies, currencies are among the most important investment topics today. If the U.S. dollar continues to strengthen, it may be a headwind to U.S. multinationals earning revenue abroad, while boosting foreign companies that are earning revenue in the United States.
Commentary
Could India “Run the Table” like China
Jeremy Schwartz had the opportunity to speak with Rob Lutts, CIO of Cabot Wealth Management, a client of WisdomTree, about a research trip to India he had just taken. India has been a standout among emerging market countries, and Lutts’ outlook is that India remains a very attractive place to allocate part of his growth portfolio capital.
Commentary
Should Greece Stay or Go?
Professor Jeremy Siegel and I spoke with University of Texas professor James Galbraith on February 27. Professor Galbraith has an inside look on the ongoing Greek debt dynamics, as he became friendly with the current Greek finance minister Yanis Varoufakis as a colleague at the University of Texas.
Commentary
Why Is the Fed’s James Bullard Optimistic about the U.S. Economy?
On February 20, Professor Jeremy Siegel and I had the pleasure of speaking to St Louis Federal Reserve Bank (Fed) president James Bullard, who is a member of the Fed monetary policy committee. 2015 is shaping up to be an interesting year for monetary policy, with the Fed expected to hike interest rates.
Commentary
The Euro: How Low Can It Go?
Recently, Professor Jeremy Siegel and I sat down with Brown Brothers Harriman currency strategist Marc Chandler. Given the European Central Bank’s (ECB) recent activities, most of the discussion centered around the euro.
Commentary
Why Does Louis Vuitton Like a Weaker Euro?
In an article published January 31, 2013, Bernard Arnault, the chief executive of LVMH, was quoted as saying, “The cloud on the horizon … is the evolution of currencies, [and a strong euro] would have an impact on French exporters and for our group …”
Commentary
U.S. Dollar Strength Continues to Impact U.S. Multinationals
S&P 500 Index has traded inversely to the currency moves over recent years, and it has become increasingly negatively negatively correlated. One reason, we believe, is that a growing share of revenue and profits for U.S. corporations comes from overseas—and that share seems likely to increase with the globalization of the economy.
Commentary
Is the Euro the New Yen? Increasingly So
There is recent evidence that Europe is becoming more Japan-like in displaying negative correlations between its equity markets and its currency moves. This negative correlation in Europe is not a new phenomenon.
Commentary
What Does the Oil Turmoil Mean for the Energy Sector in the Long Term
One of the largest investment stories for the second half of 2014 was the precipitous decline of oil prices and its impact on the energy sector. As a result of the sharp price declines, the dividend yields on various energy stocks have increased.
Commentary
Ramping Up Reform in Brazil
On November 27, President Rousseff shook up her cabinet through the appointment of Joaquim Levy as finance minister. In our opinion, this marks a positive first step by the administration in its attempt to re-establish its credibility with the market.
Commentary
Making Sense of Dollar Strength
Over the last several months, investors and economists alike have started to take note of the broad-based appreciation of the U.S. dollar. However, we believe the magnitude of this years move tells only a portion of the story. In our view, this summers rally does not represent a correction or near-term adjustment, but rather the continuation of a broader trend that started in the middle of 2011.
Commentary
As Oil Falls, Indian Equities May Rise
We believe that, as the price of oil falls, Indias economic growth prospectsand by extension, equity market performancemay improve.
Commentary
Real Estate is Having a Moment
Looking at equity market, one theme this year is that the U.S. has been outperforming global markets, both developed international and emerging markets. However, looking within the U.S., real estate has performed particularly well.
Commentary
Japan Dips into Recession as Japan, Inc. Profits Set New Highs
When investors buy Japanese equities, they dont really buy a slice of that economy; they buy shares in corporations that operate both in Japan and around the world. Japan, Inc. (i.e., Japanese corporations) is showing a profit picture that differs dramatically from the countrys economic growth rate.
Commentary
Flows Potential: Fund Managers Remain Under-Weight Japan
The recent bout of aggressive monetary policy easing by the Bank of Japan (BOJ), combined with the direct purchases of equities by the Japanese Government Pension Investment Fund (GPIF), has brought on a new period of positive sentiment toward Japanese equities.
Commentary
Examining the Divergence between Equities and Credit
Over the last year, U.S. equities rallied, and credit spread generally tightened. However, in recent months, this winning formula has started to diverge. Concerns about global growth, potential changes in monetary policy and uncertainty from geopolitical risk weighed on investor sentiment.
Commentary
The ETF Trader Interview Series: Ken Dolan, Jefferies & Company
In this edition, Dave Abner, Head of Capital Markets at WisdomTree, speaks with Ken Dolan, Senior Vice President on the ETF trading desk at Jefferies & Company, Inc. Ken joined the desk in 2011 after spending nine years at LaBranche & Co. as a Managing Director and Head of ETF Trading. In addition to his ETF trading experience, Ken has nine years of trading experience across equities, fixed income and emerging markets at Deutsche Bank, Credit Suisse and Lehman Brothers. He received a BS from Providence College and is a Chartered Financial Analyst.
Commentary
The Opportunity in Japan is Not Over
We believe that the ultimate success of Abenomics will be judged over a period of multiple years, and while certain actionsespecially those from the Bank of Japanhave been significant, others, like structural third arrow reforms, will take time.
Commentary
The ETF Trader Interview Series: Aaron Kehoe, Cantor Fitzgerald
In this edition, Anita Rausch, Director of Capital Markets, speaks with Aaron Kehoe, Managing Director and Head of Fixed Income ETF trading at Cantor Fitzgerald. Aaron joined Cantor in September 2013 and focuses primarily on managing and trading the firms book of fixed income ETFs. In addition, Aaron was instrumental in the product launches of many new fixed income ETFs and all senior loan ETFs.
Commentary
What a Rising Dollar Means for Your Stock Portfolio
Typically, if a companys home currency is weakening compared to the currency where the companys sales are generated, this will have a positive effect on sales and profitability, and if the home currency is strengthening, it could negatively impact sales and profitability.
Commentary
Double Dose of Stimulus Sending Japan Stocks Up, Yen Down
On October 31, the Bank of Japan (BOJ) unleashed a surprise round of further stimulus to its monetary policies. This additional monetary easing occurred the same week that the U.S. Federal Reserve (Fed) completed its monetary policy program, showing a transition in global central bank accommodation leadership.
Commentary
Clarifying Confusion: American Depository Receipts (ADRs) Have Currency Risk
It is a common misconception that, because an ADR is traded in U.S. dollars in the United States, there is no exchange-rate risk. But thats not the case. Heres why.
Commentary
The ETF Trader Interview Series: Kathryn Sweeney, Goldman Sachs
In this edition, Anita Rausch, Director of Capital Markets, speaks with Kathryn Sweeney, the Global ETF Product Manager and Head of U.S. ETF Trading for Goldman Sachs.
Commentary
Rising Rate Strategies
While the ultimate evolution of the path of U.S. interest rates remains uncertain, we believe our new strategies for risk management give investors a powerful tool kit for refining their fixed income exposure.
Commentary
India: Seizing Opportunities in the New Era
Last week, the Institutional Investor Forum (IIF) held its two-day annual India Investment Forum. There was much hype going into the conference, as a slew of ministers and distinguished institutional investors were slated to speak.
Commentary
Whats Next for the Indian Rupee?
Even before the election results were fully counted in May, Indian currency and equity markets were reacting. After touching all-time lows last year, the rupee surged on the optimism that the reform-minded Modi would push through an agenda to improve Indian economic competitiveness.
Commentary
Rising Rates Implementation Plan: Core Plus & Risk Management
While our view on rising rates has yet to meaningfully materialize this year, our underlying thesis has not changed. In our view, it may be time for investors to think about how a bond portfolio may perform as a result of changes in Federal Reserve (Fed) policy.
Commentary
Risk Aversion and Dollar Strength
Since the dollar is the primary reserve currency of the world, investors typically seek exposure to the dollar via short-term assets when market sentiment begins to shift. As we explain, the U.S. dollar can serve as an effective hedge to market uncertainty when volatility unexpectedly spikes.
Commentary
Rising Rate Strategy Performance in a Falling Rate Environment
In our view, exchange-traded funds (ETFs) can provide powerful tools for fixed income investors both big and small. Even some of the most sophisticated investment managers have used ETFs to gain broad-based exposure to certain subsets of the fixed income market.
Commentary
Japan Strategist Roundtable: Jesper KollWhat Is Different This Time?
When I spoke with Jesper Koll from J.P. Morgan Securities, one particular theme appeared in our conversation: Prime minister Shinzo Abe is an important catalystbut not necessarily the primary factorfor what is different this time in Japan.
Commentary
A Japan Strategist Roundtable: What’s Next for Japan?
The start of 2014 was a challenging time for the Japanese equity markets. But recently things started to perk up. I recently spent time in Tokyo and want to share my observations from the trip.
Commentary
What’s Next from the Bank of Japan
I had the opportunity to meet with Takeshi Yamada of the Market Intelligence Group at the Bank of Japan (BOJ), and I attended a presentation at the Mizuho conference by Eiji Maeda, the director-general of the Research and Statistics Department.
Commentary
How Vulnerable Is Short-Duration Fixed Income to Fed Tightening?
In recent research released by the Federal Reserve Bank of San Francisco and echoed in statements by several Fed regional bank presidents, Fed officials have voiced concerns that the market is underestimating the probability and timing of a change in monetary policy.
Commentary
Playing Defense in Emerging Market Fixed Income
When looking around the global fixed income landscape, investors searching for income potential have essentially two choices: non-investment grade debt or emerging markets (EM). While high yield flows continues to dominate the headlines, emerging markets have generally flown under the radar in recent months. In this discussion, we focus on how investors may be able to best position against a change in Federal Reserve (Fed) policy while maintaining income potential from investments in emerging markets.
Commentary
India: A Bright Spot in Emerging Markets
In 2013, emerging markets were the laggards of the global equity markets. 2014 has seen some bright spots, but various uncertainties, most notably with respect to Russia, have tended to constrain equity rallies. However, there is one market that seems to have completely shrugged off 2013 concerns and emerge as an extremely strong performer thus far this year.
Commentary
The U.S. Dollar is Rising, Interest Rates Could Be Next
Since bottoming July 1, the U.S. dollar has mounted an impressive rally against virtually every major foreign currency. While many analysts have been predicting a secular appreciation in the U.S. dollar on account of stronger economic fundamentals, the current rally has caused even casual market participants to take notice.
Commentary
Yellen to the Markets: Come to Me
By most accounts, the Federal Open Market Committee (FOMC) statement released September 17 failed to break much new ground in terms of changes to policy or language. The Federal Reserve Board (Fed) met expectations with another measured step in its tapering process, by trimming $5 billion of Treasury and $5 billion of mortgage-backed securities purchases from its asset purchase program.
Commentary
Fed Policy: From Tapering to Tightening
Over the past nine months, the Federal Reserve (Fed) has gradually reduced the pace of its asset purchases in conjunction with an improvement in the strength of the U.S. economy. With tapering expected to end October 29, we believe that investors should now look beyond 2014 and start to focus on when, not if, the Federal Reserve will raise the Federal Funds Rate.
Commentary
Diversifying With the Yen? Not if Japanese Equities Are Involved
The discussion of currency-hedged strategies has shaken some of the core beliefs of investors. Traditional investment vehicles that package equity risk plus a secondary currency risk on top of the equity risk have been referred to as the traditional plain vanilla exposure because they were the first to the market, and it is what investors have been using for so long.
Commentary
Why Take Currency Risk if Diversification Benefit is Declining?
We have been exploring the case for layering in foreign currency (FX) on top of foreign equity returns. One of the most common arguments I have heard for taking on FX risk in international equity portfolios in an unhedged fashion is that FX can be a portfolio diversifier.
Commentary
Is it Time to Take the Euro Out of Europe?
On September 4, the European Central Bank (ECB) took further accommodation to support the economic growth environment in Europe. As a result, the euro collapsed about 1% immediately after the news, while European stocks rose on prospects for more monetary policy easing. This reaction mirrors what we saw in Japan in 2013, and it strengthens the case for taking the euro out of Europe.
Commentary
Inspiring Economic Dynamism within Japan
WisdomTree has been excited about Abenomics since its genesis in November of 2012. We believe that markets have responded well to the progress made on the first two arrowsnamely decisive monetary policy and increases in fiscal spending.
Commentary
A Peak at Yellen’s Labor Market Dashboard Highlights Fed Concerns
In this piece, we attempt to re-create the labor market dashboard and assess the progress the economy has made post-financial crisis. While many indicators suggest a full recovery (or at least substantial progress), a few indicators hint at little progress from crisis lows.
Commentary
Time to Consider Korea Hedged Equities
The Korean won has been on a tear as one of best-performing emerging-market currencies in 2014. And this has the Korean government and central bank officials worried that the rising Korean won is eroding the competitiveness of Koreas exports.
Commentary
Federal Reserve Tapering Part II: Emerging Market Local Debt Performance
In part two of our discussion, we focus on the impact of recent changes in Federal Reserve (Fed) policy on locally-denominated fixed income across emerging markets (EM).
Commentary
Federal Reserve Tapering Part I: Emerging Market Currency Performance
While many investors tend to focus on changes of currency spot rates, a primary reason we have long advocated that investors allocate to EM currencies is the income potential driven by the higher interest rates in many emerging market countries. In todays yield-starved environment, EM currencies remain one of the most significant means of generating income in a portfolio while limiting interest rate risk.
Commentary
What Asset Class Rallied Last Week amid the Sell-Off?
Last Thursdays sell-off in U.S. stocks (the Dow was down 317 points, the S&P 500 Index was down nearly 2%) marked the biggest stock market decline in nearly four months. The S&P 500 Index closed at 1,930 after it broke its 50-day moving average for the first time since April.
Commentary
Opportunities in Developed International Equities
Each year, WisdomTree screens the universe of dividend payers in developed international markets so that we can refocus the weights of constituents back to relative value and away from simply holding increasing amounts of stocks that have performed well. The rebalance was recently completed, suggesting that this is an opportune time to review the positioning of our broad developed international Indexes.
Commentary
Indian Budget: Converting Promises into Policies
India has been a hot market in 2014, as investors anticipated the election of business-friendly prime minister Narendra Modi. If Election Day was the most important day of the year, perhaps the second most important day was the release of the annual budget on July 10.
Commentary
Small Caps in Focus Following Fed Comments
In conjunction with Janet Yellens testimony before Congress on July 15, the Federal Reserve produced a Monetary PolicyReport1 that provides an update on monetary policy, economic conditions and financial markets.
Commentary
Long Commodities, Short Contango via Commodity Currencies
On the back of a resurgence in Chinese economic data and rising geopolitical risk in Eastern Europe and the Middle East, increases in global commodity prices have reinvigorated investor interest in allocating to commodity-based investment strategies.
Commentary
Cause and Effect: Bank of Japan Becomes Governments Largest
Although central banks often use their holdings of government debt to affect monetary policy, the meteoric rise in the expansion of the BOJs balance sheet is unprecedented. With the BOJ continuing to signal its willingness to aggressively stimulate the economy, we highlight here what we believe are the most significant implications of these policies.
Commentary
Smart Beta in Action: Taking Chips Off the Small-Cap European Table
European equity markets performed strongly throughout much of 2013 and into the first five months of 2014. While it is difficult to time market tops and bottoms for individual stocks on a consistent basis, we believe there are benefits to undertaking a disciplined practice to rebalance weight based on changes in relative valuation.
Commentary
How the Europe Small-Cap Portfolio Changed at the Rebalance
A key differentiator of the WisdomTree Index methodology is our annual rebalance to focus on changes in relative value. In this blog, we will zoom in on how this approach led to changes in exposure in the WisdomTree Europe SmallCap Dividend Index (WT Europe Small).
Commentary
Dissecting the Japan Hedged Equity Rebalance
We think it is important to be mindful of how an annual rebalance back to an underlying fundamental such as dividends can help manage valuation risks. With market capitalization-weighted indexes, when constituents increase in price compared to other stocks, they gain greater weight and increase their impact on the performance of the index.
Commentary
Is the Euro the New Yen?
Currency-hedged equity strategies broke onto the exchange-traded fund (EFT) investment scene in late 2012 following significant weakening of the yen, which led to a wide disparity in performance between unhedged and currency-hedged Japanese ETFs.
Commentary
Rising Rates and the U.S. Dollar
While interest rates in the U.S. have fallen so far year-to-date, we continue to believe that rates may be poised to rise in the second half of 2014. Over the last several weeks, we have seen increased interest from clients about how best to prepare their portfolios for an eventual rise in U.S. interest rates.
Commentary
Europes Dividend Growth Explained
An interesting aspect of the WisdomTree annual rebalance process is identifying trends in aggregate regional Dividend Stream of major markets. As we just rebalanced our developed world Indexes, including Europe, we wanted to provide some insight into how Europes dividends grew in the 12 months prior to the rebalance.
Commentary
U.S. & European Flows: Potential Opportunity in European Debt?
In discussions with our clients, we often notice their interest in hearing where WisdomTree or the industry is seeing inflows in order to gain new ideas for investment. As the market for global exchange-traded products continues to evolve, we believe that investors will increasingly look to global ETP flows for investment ideas.
