The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
Value investors have had a tough time in recent years with market gains concentrated in technology and mega-cap growth. The most recognized U.S. value benchmarks have lagged the market significantly over the past three years, and we believe the reason lies in sector bets. Jeremy Schwartz discusses a possible solution to help investors manage valuation risk without betting big against any sector.
When the pandemic began to shut down global economies earlier this year, there were dire forecasts for what it would mean for economic activity. Unfortunately, the prognostications proved to be accurate, and Q2 produced record-breaking contractions in GDP in both the U.S. and eurozone. Kevin Flanagan attempts to answer the natural question: What comes next?
On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Alex Moazed, Founder & CEO of platform consulting firm Applico. The conversation focused on Moazed’s definition of platform businesses and why he thinks they are some of the strongest growth companies in the global economy today.
WisdomTree is relentlessly focused on creating better ways to invest, and that includes continuously reevaluating and improving the positioning of our existing strategies. Jeremy Schwartz and Kara Marciscano discuss the recent enhancements to our WisdomTree Growth Leaders ETF (PLAT), which seeks potential outperformance within the important growth category while reducing tracking error to the major growth benchmarks.
Despite the disruptions caused by the pandemic in the first half of the year, our outlook from an asset allocation perspective has not changed from what it was at the start of the year. We are still following the same four main themes, Scott Welch discusses.