INSIGHTS & STRATEGIES

WisdomTree Blog

The current facts on the ground combined with historical precedent makes us believe there might be a dramatic spike in market volatility this fall. As we approach the end of summer, Scott Welch and Joe Tenaglia provide solutions for investors seeking to prepare for heighted periods of market volatility. 
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Matt Wagner explains how our WisdomTree’s U.S. Multifactor Index was designed to tap into the diversification elements of equal weighting, while also aiming to mitigate the increased volatility and sector bets that can arise from a simple equal-weighted strategy.

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There has been a recent increase in interest from investors seeking diversification in their portfolio through low-volatility strategies. Scott Welch explains how our multifactor strategies may be able to help investors seeking smarter diversification without overpaying for the benefit of “low volatility.”

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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.

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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.

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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.

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