Brian Manby joined WisdomTree in October 2018 as an Investment Strategy Analyst. He is responsible for assisting in the creation and analysis of WisdomTree’s model portfolios, as well as helping support the firm’s research efforts. Prior to joining WisdomTree, he worked for FactSet Research Systems, Inc. as a Senior Consultant, where he assisted clients in the creation, maintenance and support of FactSet products in the investment management workflow. Brian received a B.A. as a dual major in Economics and Political Science from the University of Connecticut in 2016, and is pursuing the Chartered Financial Analyst designation.
In today’s market, we believe it is paramount to defend against exorbitant valuations and segments that bleed upward along the size spectrum, all while preserving profitability. Fortunately, the WisdomTree U.S. MidCap Fund can do all three, and it has a 14-year history to prove it. Brian Manby discusses.
We believe in the benefits of a long-term allocation to small caps, but what you own is more important than just owning an allocation. Brian Manby provides a solution for investors looking to allocate to small cap without paying astronomical valuations or sacrificing the quality of underlying company exposures.
For the first time in recent memory, investors are turning their attention to international equities in pursuit of returns, discouraged by overextended valuations back home. Brian Manby explains why now may be a good time to allocate towards international equities.
While most U.S. investors are wondering whether equities will continue to climb higher in 2020, we particularly see potential in small caps. But that potential is best realized when you’re only paying for those companies that already have something to show for themselves. Brian Manby discuses two funds that follow this train of thought.
Following the signing of the long-awaited Phase One trade deal, investors have become increasingly optimistic on China. Brian Manby discusses how to add China to your portfolio in a way that minimizes the government’s influence on its companies.