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.
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.
Many investors are wondering if banks will cut their dividends. A main reason for the lack of regulatory action on U.S. dividends thus far is the Fed’s annual stress tests as the determinant for dividend decisions, which are scheduled to be released on June 25. Matt Wagner discusses the possible outcomes of the test and what it could mean for the financial sector.
During an economic slowdown, smaller companies usually have less credit access to sustain cash flows and thinner profit margins, which makes them more prone to cutting dividends. However, during market recovery, small value historically tends to outperform large caps. Matt Wagner explains why investors should consider pairing their high-quality large-cap stocks with small- and mid-cap stocks.