INSIGHTS & STRATEGIES

WisdomTree Blog

The value factor has continued to outperform growth globally, including in emerging markets (EM). Alejandro Saltiel discusses how our EM ex-state-owned strategy has outperformed thanks to its state-ownership screen along with a tilt to the most profitable companies in the region.

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At a time when many investors are concerned about the ESG characteristics of their portfolios, Alejandro Saltiel and Matt Wagner explain how our suite of ex-state-owned enterprises strategies can provide the right combination of long-term returns and sustainable exposures.

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There are many potential embedded conflicts with state-owned enterprises (SOEs). Alejandro Saltiel explains why we believe removing SOEs should be a common approach for an investor’s core EM exposure.

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At a time when many are concerned about valuations of speculative stocks, Alejandro Saltiel explains why investors should focus on higher-quality stocks that pay dividends as a tried-and-true formula for long-term returns.

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Emerging market (EM) equities cooked up a massive rally at the end of 2020. Joe Tenaglia and Alejandro Saltiel explain how investors can take advantage of this rally while mitigating political risk in their EM portfolios.
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Across the globe, the quality factor has been the top or among the top performers in 2020. Alejandro Saltiel analyzes what has driven this strong performance.

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