The past several weeks have, no doubt, caused or tempted many investors to sell off. But is that the best course of action? Scott Welch looks back at the market dips in previous years to compare them to the market turmoil today.
Value investing is a strategy that has lagged considerably over the last decade. However, if stock market trouble lurks around the corner, Jeff Weniger explains how low P/E stocks may provide some shelter.
In WisdomTree’s view, market cap weighting can leave investors overly exposed to areas of the market where fundamentals don’t justify prices. Kara Marciscano explains why our suite of earnings-weighted ETFs were built to provide broad market exposure in a more valuation sensitive way.
Investors who piled into defensive equities in 2019 now must face the prospects of reduced trade war risks and improving economic data, both of which will favor value over low volatility. Alejandro Saltiel and Matt Wagner explain how to position a portfolio if the value factor keeps its “hot hand” in 2020.
In baseball, some may be familiar with the “shifting over” strategy. Jeff Weniger uses the analogy for growth and value investors.
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?
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?”