INSIGHTS & STRATEGIES

WisdomTree Blog

There are many tactical and strategic tailwinds that may favor equal weighting versus market cap weighting U.S. equities. The WisdomTree U.S. Multifactor Index aims to offer investors a diversified approach to equal weighting while balancing its exposure to factors associated with outperformance over the long run. Matt Wagner and Alejandro Saltiel discuss.

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While asset class rebalancing is a necessary condition to maintaining a well-diversified portfolio, we believe now is a critical time for investors to consider security selection rebalancing for core U.S. equity allocations. Matt Wagner and Alejandro Saltiel explain.

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Investors often look for ways to enhance income, lower a portfolio’s overall expected volatility. Alejandro Saltiel focuses on how a specific type of option strategy employed in the WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) seeks to enhance portfolios during periods of market volatility.

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To say that recent performance in global markets has been humbling would be an understatement. While beta had been a great trade on the way up, it’s been equally unpleasant on the way down. Alejandro Saltiel explains why we believe a multifactor approach could be beneficial in this environment, particularly in the developed international markets.
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In periods of high market volatility, we believe emerging market investors should focus on the quality factor and limit their exposure to state-owned enterprises. Alejandro Saltiel explains how our Emerging Markets ex-State-Owned Enterprises Fund (XSOE) can help in times of market stress.

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What works one year can sometimes be a good harbinger of the year to come. Alejandro Saltiel discusses the four key investment factors we used to beat the market in 2019.

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