WisdomTree Insights

2022 has been a uniquely challenging year with both stocks and bonds experiencing simultaneous, steep declines. Andrew Okrongly discusses how our Volatility Management Model Portfolio can help as advisors seek to mitigate risk in their clients’ portfolios. 
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Historically, the satellite component of Model Portfolios was constructed using actively managed mutual funds and/or SMAs. Scott Welch discusses what sets the WisdomTree Outcome-Focused Model Portfolios apart from other satellite Model Portfolios.  
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We launched our Short Duration Fixed Income Model in 2021 with the goal of reducing interest rate risk while generating close-to-index levels of yield. A year later, Scott Welch, Rick Harper and Kevin Flanagan provide an update on how this Model Portfolio has performed given the current Fed rate hike regime. 
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Many advisors wear multiple hats when running a business, which can make it feel like the business is actually running them. Ryan Krystopowicz outlines how WisdomTree Portfolio & Growth Solutions can take away some of the extra burdens that advisors face. 
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Many investment products and models have market environments where they have “the wind at their back” and perform best. Scott Welch outlines why we believe our Endowment Models are well positioned in the current market environment of economic uncertainty. 

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Over full market cycles and in varying economic and investment regimes, our Model Portfolios strive to deliver consistent performance to advisors. Scott Welch outlines our investment philosophy and how to build an “all-weather” portfolio to keep up with the ever-changing market conditions. 
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