Making Sense of the Market Crash with Jeremy Siegel

by / China, Conversations with Professor Siegel, Interest Rate Strategies, Market News on August 28, 2015

Professor Siegel made a call for a 10% correction in the markets roughly three weeks ago, which was followed by over a 10% selloff in the S&P 500 Index.

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/ Equity, Small Caps on August 27, 2015

You Don’t Need an Active Manager for Small Caps

According to S&P Dow Jones, more than 82% of large-cap active mangers underperformed the S&P 500 Index over a 10-year period. And although it is commonly believed that active management works best in inefficient environments, such as small caps, active managers actually underperformed here too. We explain why some of WisdomTree’s best performance against active and passive peers alike has been in the small-cap asset class.

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/ Currency Hedged Equity, Dividends, Equity on August 26, 2015

Dividends Have Been Great Internationally—Don’t Lose on the Currency!

In the current low-interest-rate environment, focusing on dividends has been popular. But currency movements could wipe out any benefit of a dividend-focused approach in developed international equities.

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/ Interest Rate Strategies, Market News on August 25, 2015

Bullard Warning to Congress: If We Need to Change Exit Strategy, Tell Us NOW.

Last Friday, Professor Jeremy Siegel and I spoke with St. Louis Federal Reserve (Fed) President James Bullard about his economic outlook, September liftoff and, quite critically, how politicians should be more focused on the Fed’s exit policy.

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/ Japan, Market News on August 24, 2015

Japanese Market – Healthy Correction, Not Fundamental Rot

Japanese equities dropped 5.5% last week, for their sharpest weekly loss in over 15 months. The market is still up 11.8% year-to-date, and in our view, last week marks a healthy—and overdue—correction. The multi-year bull market for Japanese risk assets—equities and real estate—remains intact. 

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