INSIGHTS & STRATEGIES

WisdomTree Blog

The 2020 outlook for U.S. small caps has been turning up. Matt Wagner discusses the main reasons behind this bullish outlook and why a fundamental approach focused on quality could make a difference.

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Enthusiasm for market-cap weighted indexing rests on market efficiency. Occasionally systemic asset bubbles or excesses in individual company valuations can challenge that efficiency. Matt Wagner raises the question: should indexes screen on fundamentals for inclusion, and for weighting?

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In baseball, some may be familiar with the “shifting over” strategy. Jeff Weniger uses the analogy for growth and value investors.

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Investors were caught off guard by the sudden reversal of factor performance at the beginning of September, leading many investors to ask: “Does this rally really have legs, and is now the time to tilt into value or small-caps?”

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Investing in emerging markets can have daunting levels of risk. Yet many investors continue putting their emerging markets allocation into one cap-weighted product, hoping it pays off without much damage. Instead, we suggest that our diversified emerging markets barbell approach has the potential to give investors the yield, volatility mitigation and returns they are looking for.

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Through the first six months of the year, emerging markets have lagged most developed markets, despite entering the year poised for a rally and then falling during May’s sell-off. In light of this volatility, we believe a dividend-weighted approach to emerging market small-cap equities strikes an intriguing balance between return potential and volatility mitigation.

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