The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
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.”
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.
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.
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.
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.