INSIGHTS & STRATEGIES

WisdomTree Blog

We launched the WisdomTree U.S. Multifactor Fund (USMF) in June 2017, illustrating our views on how to construct and effectively implement factor investing in a holistic fashion. Our research leads us to believe that the engineering behind USMF makes for a good measure of factor exposure among equity markets, so we applied a custom-fit version of our methodology to a well-known beta index: the MSCI USA Index.

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When reading through your daily dose of smart beta literature, you will find some who believe equally weighting an index is a smart beta approach and some who don’t. We believe the necessary question is, “Does equal weighting provide exposure to a factor or an academically proven source of excess return?” The answer to that question is a resounding yes.
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Ever since the election, investors have celebrated the anticipated tax reforms of Donald Trump, sending U.S. markets higher, in particular small-cap companies that are deemed to benefit from a two-pronged focus: they have more revenue from the U.S. and may benefit from the tax cuts because they pay more U.S. taxes.
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Corporate tax cuts were a focal point of Donald Trump’s campaign—and Trump says lowering corporate taxes will be a priority in his first 100 days as president. Based on the initial market response to Trump’s victory, lowering tax rates looks to us like the most important factor driving the market. 
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Corporate tax reform was a focal point of Donald Trump’s campaign—and Trump says lowering corporate taxes will be a priority in his first 100 days as president. Equity markets, of course, like cutting taxes—it naturally means more after-tax earnings that can be reinvested or distributed to shareholders.

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