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.
Record Currency Management explains an unusual opportunity that has emerged for U.S. investors because of the breakdown of the no-arbitrage condition called covered interest rate parity.
In June, I made my first appearance on CNBC to discuss dividend exchange-traded funds (ETFs). The 10-second version of what I talked about is this: While dividend increase streaks are nice, being seduced by such streaks could keep income investors away from some of the best sources of future dividend growth.
Conventional wisdom holds that a stock or ETF that runs up 19% not even six full months into the year may be due for a pullback. Nearly triple those returns – up to 53% - over the same time span, and the chorus calling for price retrenchment is likely to grow louder. Throw in the fact that the best news may already be priced in, and it appears even more logical that these securities would be prime candidates for a dip.
If bond investing was a specific major available at colleges and universities, the curriculum could start with a 101 class on U.S. Treasuries. That would serve as the prerequisite for moving on to more advanced fare, such as corporates, municipals, high-yield and international bonds. Until recently, an investor’s basic bond education could be deemed “complete” without any knowledge of emerging markets corporates.