INSIGHTS & STRATEGIES

WisdomTree Blog

So far in 2022, the biggest determinant of total returns for investment portfolios has been dividend versus non-dividend payers. While much of the attention has been focused on large-capitalization equities, Lonnie Kimyagarov and Bradley Krom outline the untapped potential in the small-cap dividend growth market.  
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With today's rapidly changing market regime, Scott Welch, Bradley Krom and Joe Tenaglia break down why they believe now is the right time for investors to begin building efficient core portfolios.
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With market uncertainty near all-time highs and interest rates near zero, we believe investors need strategies that can help maintain equities and risk assets to meet their long-term financial goals. Against this backdrop, Bradley Krom introduces our Target Range Fund which seeks to mitigates losses while maintaining upside growth potential.
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A little more than three years ago, we launched our WisdomTree U.S. Efficient Core Fund (NTSX). Since the launch, this Fund has outperformed the S&P 500 with fewer drawdowns. Jeremy Schwartz and Brad Krom discuss why now is the right time to reconsider how NTSX could enhance your portfolio.

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With U.S. and China trade negotiations front and center, some investors are questioning whether they should have exposure to China in their portfolio. Rethinking exposure to state-owned enterprises within China can be one method that may actually enhance returns while keeping volatility under control.

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In 2018, emerging market equities ended the year down nearly 15%. Approximately one-third of that loss was attributable to broad-based dollar strength against most EM currencies. Heading in to 2019, we question whether investors should remain agnostic to managing EM foreign exchange risk.

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