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.
The economy may be about to enter a period of money supply-induced inflation. Jeff Weniger discusses why this inflation could lead to the return of value investing.
Value has not protected investors this year, at least not in terms of lower drawdowns. But there may be a way value could help provide risk mitigation going forward—by sidestepping increasing valuation risks. Matt Wagner discusses.
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.
Small-cap valuations have a unique tendency to provoke debate. During highly uncertain and declining earnings backdrops, the divisiveness over this topic ramps up. Matt Wagner discusses.
We believe there are just as many opportunities in international markets as there are in the United States. The differentiator, however, is accessing them in the right way. Jeremy Schwartz explains how a quality and dividend-oriented approach may provide investors with the results they’re looking for when investing overseas.