INSIGHTS & STRATEGIES

WisdomTree Blog

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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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.
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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.

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