Rupee Outshining Emerging Market Currencies

by / Emerging Markets, India on February 12, 2016

Looking back, 2015 was a tough year for emerging market (EM) equities and their currencies. A looming interest rate hike in the U.S., combined with a Chinese slowdown and falling commodities, ensured that most EM currencies faced tremendous downward pressure. However, one currency that stood out was the Indian national rupee (INR). 

Read More

/ Abenomics, Conversations with Professor Siegel, Japan, Market News on February 11, 2016

Observations from Tokyo: What’s Next for Japan?

Last week, Professor Jeremy Siegel and I visited Tokyo and had extended conversations with Jesper Koll, CEO of WisdomTree Japan. We discussed the extraordinary monetary policy easing that the Bank of Japan (BOJ) undertook recently, Koll’s thoughts on the sectors that might benefit and general progress on Abenomics. 

Read More

/ Fixed Income, Currency & Alternative on February 10, 2016

U.S. Fixed Income: Give Them Some Credit

With the lion’s share of headlines centered on the turbulence in the equity and crude oil markets thus far in 2016, some developments in the U.S. credit arena have moved to the back burner. However, within corporate bonds, recent events in the investment-grade market appear to have flown under the radar.

Read More

/ Currency Hedged Equity, Europe on February 9, 2016

Price Returns, Total Returns and Currency-Hedged Equity ETFs

One of the big stories in the exchange-traded fund (ETF) industry in 2015 was the WisdomTree Europe Hedged Equity Fund (HEDJ), which led the entire ETF industry in net inflows, taking in nearly $14 billion for the year. 

Read More

/ Currency Hedged Equity, ETF Education, Tax Loss Harvesting on February 8, 2016

Tax-Loss Opportunities You Don’t Want to Miss

Most people think about tax planning just at year-end, but anytime there are significant pullbacks in the market, we think there is an opportunity to rotate into other strategies and book a loss. 

Read More