The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
Equities’ recovery from their March lows has been extraordinary but uneven. For investors looking for multiple expansion during a cyclical recovery in equities, Matt Wagner explains why small-cap quality looks far better positioned than large caps.
U.S. equities have been outperforming European equities for more than a decade, but the periods when the performance reversed had something in common: The euro was strong. Jeff Weniger explains how to position your portfolio if the euro’s five-month rally turns into something like a five-year rally.
Just as the Old Faithful geyser in Yellowstone has earned its reputation for the consistency (not size) of its eruptions, dividend payments and growth have maintained a similar reputation. Matt Wagner makes the case for investors to consider dividends for a long-term investing strategy.
The stock market repeated history, sort of. Jeff Weniger discusses the parallels between the 1990s dot-com bubble and the current market and what lessons investors should consider applying.