INSIGHTS & STRATEGIES

WisdomTree Blog

Investors who piled into defensive equities in 2019 now must face the prospects of reduced trade war risks and improving economic data, both of which will favor value over low volatility. Alejandro Saltiel and Matt Wagner explain how to position a portfolio if the value factor keeps its “hot hand” in 2020.

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The 2020 outlook for U.S. small caps has been turning up. Matt Wagner discusses the main reasons behind this bullish outlook and why a fundamental approach focused on quality could make a difference.

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Enthusiasm for market-cap weighted indexing rests on market efficiency. Occasionally systemic asset bubbles or excesses in individual company valuations can challenge that efficiency. Matt Wagner raises the question: should indexes screen on fundamentals for inclusion, and for weighting?

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Value is relative. In order to evaluate whether something is trading at a discount or premium, a critical step is establishing what to compare it to. We believe our factor driven approach can add value over market cycles versus simply owning the market.

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In-N-Out or Shake Shack? There are many ways to judge a burger; there are just as many ways to determine what makes up a good investment factor. Matt Wagner discusses.

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Investors were caught off guard by the sudden reversal of factor performance at the beginning of September, leading many investors to ask: “Does this rally really have legs, and is now the time to tilt into value or small-caps?”

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