INSIGHTS & STRATEGIES

WisdomTree Blog

At the end of 2016, WisdomTree had 94 U.S. listed ETFs focused on markets around the world. Knowing which performed the best and worst over given time frames can provide valuable insight for investors.

Read the article
I often describe emerging market small caps as a surprisingly low-volatility way to access exposure to emerging markets. Investors think of small caps as high volatility, and that is particularly true for indexes such as the Russell 2000 Index compared to the S&P 500 Index, but it may come as a surprise that for emerging market equities, large caps have been more volatile over the last nine years than dividend-paying small caps.
Read the article

The question for investors when investing in Brazil is whether it is better to invest in the equity markets or directly in the currency. While many investors may lean toward equities, it is important to note that returns on the Brazilian equity market have been largely dominated by returns on the currency itself.

Read the article

With most other major currencies mixed against the U.S. dollar year-to-date, what is driving the nearly 7% return for the real? In our view, a variety of forward-looking factors may have investors bullish on the real.

Read the article
After a period of significant underperformance across all emerging market assets (equities, bonds, currencies), we believe the recent nomination of Janet Yellen as the next Federal Reserve Chair may result in a “lower for longer” path for U.S. interest rates.
Read the article

After a disappointing May and June that saw many emerging market currencies depreciate against the U.S. dollar, Brazilian finance minister Guido Mantega removed the 6% Financial Transaction Tax linked to the purchase of local market fixed income securities. On June 13, the government also removed its 1% tax on currency derivatives. We view these as positive developments for Brazilian assets, given that it removes impediments to fixed income investment flows.

Read the article