INSIGHTS & STRATEGIES

WisdomTree Blog

Many advisors are seeking less-traditional and more-diversifying portfolio solutions for their clients due to low interest rates and high equity market valuations. Against this backdrop, Scott Welch proposes our Endowment Model and Volatility Management Model as potential solutions for today’s market.

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On a new Behind the Markets podcast Jeremy Schwartz speaks with Corey Hoffstein, Co-Founder and Chief Investment Officer at Newfound Research, about his investing strategy.

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Risk mitigation and capital appreciation traditionally don’t play well together. Jeremy Schwartz presents a new insight and an ETF suite from WisdomTree that could impact your approach to portfolio construction.

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Updated research confirms a leveraged 60/40 allocation can achieve similar volatility to 100% equity exposure, with greater potential returns. Jeremy Schwartz reveals the connection to our new efficient core ETFs. 

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As we begin the second quarter of 2021, investors continue to seek guidance from their advisors on how to position their portfolios in the post-pandemic market. WisdomTree’s Model Portfolio Investment Committee outlines their asset allocation views against the backdrop of the current market environment.

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More and more financial advisors and RIAs are adopting outsourced asset allocation model portfolios in their practices as they seek to deliver an institutional-quality investment solution in a cost- and operationally efficient manner. Scott Welch explains how our Modern Alpha® approach to model portfolio construction helps provide the outperformance potential of active investing with the benefits of passive.

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