INSIGHTS & STRATEGIES

WisdomTree Blog

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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In 2015, we helped create a strategy that sought to enhance the income profile of the Bloomberg Barclays U.S. Aggregate Index. Today, we bring that same underlying methodology to global fixed income markets. Bradley Krom and Josh Shapiro introduce our new approach and show how going global can mean much more than simple diversification.

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Recently, investors may have been lulled into a false sense of complacency amid the current bull market. By anchoring bond portfolios to fundamentals, we believe our approach has the potential to avoid the pitfalls that will likely emerge as we enter the later stages of the credit cycle.

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