Introducing WisdomTree China ex-State-Owned Enterprises Index

by / China, Emerging Markets, Equity on July 2, 2015

Given the dominance of many state-run companies (more than 70% in popular Chinese benchmarks), WisdomTree thought it prudent to offer an alternative view of China—without state-run companies.

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/ China, Emerging Markets, Europe, Market News on July 1, 2015

Reflections on Greece and Global Macro

Last week I spoke with Alex Gurevich, the former head of global macro trading at JPMorgan Chase. We chatted about his views on trading in the global macro landscape, in particular Europe, Japan, emerging markets and the United States.

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/ China, Emerging Markets, Equity on June 30, 2015

China and State-Owned Enterprises

When investors allocate to emerging markets, they typically do so through broad-based market cap- weighted exposure. In doing so, investors are often making large investments in China and Chinese state-owned enterprises (SOE).

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/ Equity, Europe on June 29, 2015

Analyzing the 2015 Europe Hedged Equity Rebalance

Europe has been a bright spot for equity market performance thus far in 2015 but U.S. investors had to hedge exposure to the euro to receive these returns.

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/ Dividend Growth, Equity on June 25, 2015

Buffett’s Acquisition Rules Applied Internationally

At a time when many investors are looking overseas for their additional portfolio allocations, the WisdomTree International Hedged Dividend Growth Index represents a marriage of two core ideas: a focus on quality companies positioned for growth, and the risk reduction properties of currency-hedged foreign allocations.

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