WisdomTree

Luciano Siracusano III / Currency Hedged Equity, Europe on 09 Feb 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. 

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Jeremy Schwartz / Currency Hedged Equity, ETF Education, Tax Loss Harvesting on 08 Feb 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. 

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Luciano Siracusano III / Currency Hedged Equity, Quality Dividend Growth on 05 Feb 2016

Is Your Mutual Fund Manager Managing Currency Risk?

In January, WisdomTree surveyed nearly 200 advisors to find out how many delegated the decision to hedge foreign currencies to an international fund manager. Nearly 7 in 10 replied that they did. 

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Jeremy Schwartz / Currency Hedged Equity, Dynamic Currency Hedging, Equity on 26 Jan 2016

How Currency Hedging Signals Can Impact Returns

WisdomTree has suggested that the baseline allocation for international equities should be considered from a standpoint of being fully currency hedged—that is, a strategic starting point that focuses on assuming just equity market risk without a secondary currency bet or component added to returns. 

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Jeremy Schwartz / Currency Hedged Equity, Dynamic Currency Hedging, Europe on 21 Jan 2016

Getting Paid to Hedge

Last year, one of the most important investment themes was currency hedging, particularly for euro-denominated stocks. Many investors believed the euro was going to weaken on the back of quantitative easing by the European Central Bank (ECB)—and that’s exactly what happened. 

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