INSIGHTS & STRATEGIES

WisdomTree Blog

Equities’ recovery from their March lows has been extraordinary but uneven. For investors looking for multiple expansion during a cyclical recovery in equities, Matt Wagner explains why small-cap quality looks far better positioned than large caps.

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As we emerge from the pandemic shutdown, it is possible that investors will see a more cyclical rebound and better economic environment heading into 2021. Jeremy Schwartz explains how to gain more cyclical sector exposure as traditional indexes continue to lower their weight to these sectors.

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Small-cap valuations have a unique tendency to provoke debate. During highly uncertain and declining earnings backdrops, the divisiveness over this topic ramps up. Matt Wagner discusses.

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During an economic slowdown, smaller companies usually have less credit access to sustain cash flows and thinner profit margins, which makes them more prone to cutting dividends. However, during market recovery, small value historically tends to outperform large caps. Matt Wagner explains why investors should consider pairing their high-quality large-cap stocks with small- and mid-cap stocks.

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After a generation of large-cap growth outperformance, Jeff Weniger makes the case for investors to consider the switch to small- and mid-cap value stocks.

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Taking a step back from recent market volatility, rates have been trending lower since the late 2018 market correction, with the 10-Year Treasury at an all-time low. Matt Wagner explains why investors should consider mid- and small-cap dividend payers when diversifying income for equity portfolios in the current low-yield environment. 
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