INSIGHTS & STRATEGIES

WisdomTree Blog

In his 2018 letter to Berkshire Hathaway shareholders, Buffett wrote that stock performance converges with business performance over time if the original purchase price is not excessive. Jeremy Schwartz and Kara Marciscano make the case for our quality dividend growth strategy, with aggregate profitability that is comparable to Berkshire’s equity portfolio and a valuation below the S&P 500.

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We think investors should consider maintaining exposure to developed international equities in the current market environment. Currency hedging and small caps could be considered two important themes to help investors generate excess returns and limit downside risk across developed international markets.

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After significant relative outperformance in the U.S. equity market like we have seen over the past decade, some investors begin to question the merits of maintaining their diversification. With the outperformance and the valuation advantage that now exists in developed international equities, we believe now may be the time to maintain, or even add to, a global portfolio.

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In December 2013, WisdomTree added a novel approach to its stable of international dividend-focused Indexes with the launch of the WisdomTree International Hedged Quality Dividend Growth Index. What has driven this Index to outperform its peers since inception?

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Most people think about tax planning just at year-end, but anytime there are significant pullbacks in the market, we think there is an opportunity to rotate into other strategies and book a loss. 

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In January, WisdomTree surveyed nearly 200 advisors to find out how many delegated the decision to hedge foreign currencies to an international fund manager. Nearly 7 in 10 replied that they did. 

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