INSIGHTS & STRATEGIES

WisdomTree Blog

The “There Is No Alternative (TINA)” mantra is a refrain that says stocks should be bought because bond yields are so paltry. Now that rates are rising, is the recent embrace of value stocks here to stay? Jeff Weniger discusses.

Read the article

In-N-Out or Shake Shack? There are many ways to judge a burger; there are just as many ways to determine what makes up a good investment factor. Matt Wagner discusses.

Read the article
History shows currency exposure has increased the volatility of broad-based international equity portfolios over long periods, and without adding to expected returns. We believe a dynamic approach to managing currency risk can be a significant source of value to international exposures over market cycles.
Read the article

Businesses with excess cash have a choice: move it off the balance sheet as a dividend, which is often a taxable event, or repurchase shares, where taxes can be more easily managed. The latter can make a ton of economic sense, which is why share buybacks have become the other dividend. Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.

Read the article
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?
Read the article

Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.

Read the article