INSIGHTS & STRATEGIES

WisdomTree Blog

So far in 2022, the biggest determinant of total returns for investment portfolios has been dividend versus non-dividend payers. While much of the attention has been focused on large-capitalization equities, Lonnie Kimyagarov and Bradley Krom outline the untapped potential in the small-cap dividend growth market.  
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One of the common narratives we have heard in recent years is that dividends have become overshadowed by buybacks as the preferred form of distributions, and perhaps we have seen a regime change where dividends are less relevant. Matt Wagner shows that, despite the current narrative, dividends haven’t lost their luster. 
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As the work-from-home trade unwinds, one thing is certain—investors are becoming more discerning about investing in companies that pay dividends. Matt Wagner outlines our potential solutions for investors seeking to take advantage of dividends in 2022.  
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2022 began with a very sharp reversal in the relative performance of sectors and styles. In our view, we may be still very early in this rotation. Jeremy Schwartz explains why investors should focus on quality dividend growers in the current market environment.   
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As we head into 2022, many investors are preparing for expected volatility in the latter part of the economic recovery. Against this backdrop, Alejandro Saltiel discusses a potential solution for investors seeking to improve risk-adjust returns in their portfolios. 

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Elevated valuations are leading many investors to lower forward return expectations. In our latest dividend updates blog post, Matt Wagner outlines why dividends are an increasingly important factor when thinking about total return estimates. 

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