INSIGHTS & STRATEGIES

WisdomTree Blog

At WisdomTree, we build our Model Portfolios with the goal of performing consistently over market cycles. Scott Welch and Rick Harper outline the recent dynamic changes made to our fixed income Model Portfolios to keep up with the changing market conditions. 
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In part 2 of our “Portfolio Pilates” series, Scott Welch and Rick Harper take a deep dive into our Fixed Income Model Portfolio and how it seeks to deliver better risk-adjusted performance. 
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With interest rates likely to move higher and credit spreads historically tight, investors should not be looking to take excessive interest rate risk within their fixed income allocations. We believe our new Short Duration Fixed Income Model can help reduce interest rate risk while generating close-to-index levels of yield.

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Following a tough first half of the year, caused by the global pandemic, we are starting to see signs of hope. Our thought leaders explain why, barring a second government-mandated economic lockdown, they believe we will see a slow-but-steady recovery of the U.S. economy in the second half of 2020.

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Mortgage-backed securities offer fixed income investors a strong source of potential income while helping to mitigate risks. Rick Harper explains how, with our new WisdomTree Mortgage Plus Bond ETF (MTGP), investors can implement mortgage-backed securities in their portfolio.

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While fixed income strategists have called for rising rates in nearly every year since the financial crisis, 2018 has marked one of the worst starts for bond investors since 1996. With 10-year rates up, many investors are questioning what if any changes they should be making to their portfolios.

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