Investing internationally can add a layer of complexity, especially when corporate governance and political influence are concerns. Kara Marciscano provides a solution for investors seeking to avoid portions of the Chinese market where a high-level government influence may dilute future returns.
Equity market gains combined with falling interest rates made 2019 one of best years for investment returns. Unfortunately, going forward, investors are likely to see a lower return environment, on average, for both equities and fixed income. Jianing Wu explains how to use our 90/60 U.S. Balanced ETF (NTSX) to manage portfolio risks.
When most people think about leverage, they think about it through the lens of added risk. While that’s one view, we think leverage can be a powerful tool for boosting the efficiency of portfolios, even during potentially volatile markets.
In rural Maine at Camp Kotok, I sat with Barry Ritholtz, CIO of Ritholtz Wealth Management, on the deck of Leen’s Lodge discussing the launch of the WisdomTree 90/60 U.S. Balanced Fund and how investors should think about using this new 90/60 strategy within their portfolios.
Following the launch of the WisdomTree 90/60 U.S. Balanced Fund (NTSX), Cliff Asness, co-founder of AQR Capital Management, commented on Twitter that although he had a “22-year head start” from a research perspective, WisdomTree managed to “beat him” in launching this type of levered 60/40 idea in an ETF.
In our research, we have found that overlay strategies can provide meaningful enhancements to traditional 60/40 portfolios both in terms of exposure as well as tax efficiency in the current environment. We believe that NTSX can be a powerful tool for potentially boosting the efficiency of core portfolios.