Many advisors that use model portfolios in their practice choose to use their own, which can lead to challenges. Our Head of Advisor Innovation, Brad Shepard, explains the main advantages that advisors experience when using third-party models with their clients.
With COVID-19 vaccinations slowly being rolled out and the global economy in what we believe is the early stages of a steady recovery, we anticipate that 2021 generally will be a constructive “risk-on” market environment. Scott Welch explains why we believe a disruptive growth investment theme will play out well in this environment.
For many advisors, the question of migrating to a third-party model is not why but how. Ryan Krystopowicz explains how our collaboration with 55ip can help advisors with the transition from their existing portfolios into WisdomTree models while minimizing the tax impact of moving clients.
What if traditional stock and bond portfolios struggle in the 2020s? Against this backdrop, Jeff Weniger makes a case for investing in commodities.
In late 2020, the WisdomTree Research team built a list of five distinctive investment themes that we believe have a high likelihood of playing out over the course of 2021. Scott Welch summarizes those themes and the corresponding WisdomTree Model Portfolio that aligns with each.