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.
During an economic slowdown, smaller companies usually have less credit access to sustain cash flows and thinner profit margins, which makes them more prone to cutting dividends. However, during market recovery, small value historically tends to outperform large caps. Matt Wagner explains why investors should consider pairing their high-quality large-cap stocks with small- and mid-cap stocks.
After a generation of large-cap growth outperformance, Jeff Weniger makes the case for investors to consider the switch to small- and mid-cap value stocks.
In WisdomTree’s view, market cap weighting can leave investors overly exposed to areas of the market where fundamentals don’t justify prices. Kara Marciscano explains why our suite of earnings-weighted ETFs were built to provide broad market exposure in a more valuation sensitive way.
U.S. mid-caps have outperformed large caps over the past decade. According to the efficient market hypothesis, any excess returns are simply a by-product of greater risk. We challenge this theory with the decade-long track record of the WisdomTree U.S. MidCap Dividend Fund (DON).