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.
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.
One question we are often asked is: why bother with international investments? We understand this concern, considering that for a long stretch of time, the U.S. has outperformed the rest of the world. Jeremy Schwartz discusses why we believe in the long-term benefits of investing globally.
Our International Hedged Quality Dividend Growth Fund (IHDG) screens for high-quality companies, often resulting in very light exposure to the beleaguered Financials sector. Jeff Weniger explains how this helped IHDG outperform the MSCI EAFE Index during the crash.
Over the past few years, many investors have avoided developed international equity markets for a variety of reasons: anemic growth, disappointing economic data and geopolitical uncertainty. Brian Manby discusses reasons why investors should be optimistic about international equities again.
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.