WisdomTree Insights

The prospect of a Fed-induced recession to combat inflation is looming. Brian Manby discusses how investors can find valuation opportunities in U.S. small caps.  
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So far in 2022, the biggest determinant of total returns for investment portfolios has been dividend versus non-dividend payers. While much of the attention has been focused on large-capitalization equities, Lonnie Kimyagarov and Bradley Krom outline the untapped potential in the small-cap dividend growth market.  
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In the first two posts of our blog series on small-cap valuations, we discussed earnings growth trajectory and trends. In part three, Matt Wagner discusses how focusing on dividend payers amid a volatile market backdrop has provided excess returns, with even lower valuations. 
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In part 1 of our series on small-cap valuations, we discussed the trajectory of earnings growth and valuations for the S&P 500 and the S&P 600. In part 2, Matt Wagner outlines trends in sector-level earnings growth and what they could mean for investors. 
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With the S&P 500 flirting with bear-market territory, headlines are proclaiming a recession is priced in. Matt Wagner discusses how recessionary headwinds have led to discounted valuations for small caps.
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The beginning of 2022 has presented a challenging environment for U.S. investors. Brian Manby checks in on the U.S. small-cap market and offers our U.S. SmallCap Fund, EES, which seeks to address the pitfalls that have impacted the small-cap market to start the year. 
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