INSIGHTS & STRATEGIES

WisdomTree Blog

In baseball, some may be familiar with the “shifting over” strategy. Jeff Weniger uses the analogy for growth and value investors.

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The stock market is having a moment of truth. A two-week window in late August/early September witnessed so-called “Minimum Volatility” strategies lose their luster, underperforming Value by 4 percentage points. Could this value trend continue?

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Investors were caught off guard by the sudden reversal of factor performance at the beginning of September, leading many investors to ask: “Does this rally really have legs, and is now the time to tilt into value or small-caps?”

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Small-cap companies tend to outperform larger companies over time, but no matter how you segment the market, nearly one in every five small cap companies in the U.S. is currently unprofitable. What if there was a way to access the U.S. small-cap market that steered investors away from unprofitable companies?
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For many of us, there is one great solace to the end of summer and passage to colder weather: Football is BACK. But, while your friends are reaching for this year’s potential rookie sensation, a few under-loved and undervalued veterans might just do the trick. Matt Wagner uses the fantasy football metaphor to make the case for our rules-based ETF, the WisdomTree U.S. LargeCap Fund.

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Amazon bulls point to the company’s impressive 91% annual earnings growth in the three years ending 2018. But that may be the company’s Achilles’ heel. Jeff Weniger explains why our core large-cap strategy underweights Big Tech.

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