INSIGHTS & STRATEGIES

WisdomTree Blog

Value investors have had a tough time in recent years with market gains concentrated in technology and mega-cap growth. The most recognized U.S. value benchmarks have lagged the market significantly over the past three years, and we believe the reason lies in sector bets. Jeremy Schwartz discusses a possible solution to help investors manage valuation risk without betting big against any sector.

Read the article

There are many tactical and strategic tailwinds that may favor equal weighting versus market cap weighting U.S. equities. The WisdomTree U.S. Multifactor Index aims to offer investors a diversified approach to equal weighting while balancing its exposure to factors associated with outperformance over the long run. Matt Wagner and Alejandro Saltiel discuss.

Read the article

While asset class rebalancing is a necessary condition to maintaining a well-diversified portfolio, we believe now is a critical time for investors to consider security selection rebalancing for core U.S. equity allocations. Matt Wagner and Alejandro Saltiel explain.

Read the article
To say that recent performance in global markets has been humbling would be an understatement. While beta had been a great trade on the way up, it’s been equally unpleasant on the way down. Alejandro Saltiel explains why we believe a multifactor approach could be beneficial in this environment, particularly in the developed international markets.
Read the article

Value is relative. In order to evaluate whether something is trading at a discount or premium, a critical step is establishing what to compare it to. We believe our factor driven approach can add value over market cycles versus simply owning the market.

Read the article

International equity markets have made headlines this year for all the wrong reasons with lackluster performance and looming uncertainty. Should investors acquiesce and hold on for the ride? Our international multifactor approach offers investors a unique approach toward developed international equity markets.

Read the article