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.
March was one of the most volatile months in the market on record, and the movement from mutual funds to ETFs is something to behold. Alisa Maute focuses in on the emerging markets space and makes a case for investing in our unique emerging markets ETF.
In periods of high market volatility, we believe emerging market investors should focus on the quality factor and limit their exposure to state-owned enterprises. Alejandro Saltiel explains how our Emerging Markets ex-State-Owned Enterprises Fund (XSOE) can help in times of market stress.
Sometimes investors have the right idea but the wrong approach to investing in emerging markets equities. Kara Marciscano discusses how excluding state-owned enterprises from the investable universe can be a simple and effective way to not only tilt toward higher growth companies, but also reduce the risk of political influence.
Enthusiasm for market-cap weighted indexing rests on market efficiency. Occasionally systemic asset bubbles or excesses in individual company valuations can challenge that efficiency. Matt Wagner raises the question: should indexes screen on fundamentals for inclusion, and for weighting?