INSIGHTS & STRATEGIES

WisdomTree Blog

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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While most U.S. investors are wondering whether equities will continue to climb higher in 2020, we particularly see potential in small caps. But that potential is best realized when you’re only paying for those companies that already have something to show for themselves. Brian Manby discuses two funds that follow this train of thought.

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What works one year can sometimes be a good harbinger of the year to come. Alejandro Saltiel discusses the four key investment factors we used to beat the market in 2019.

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In WisdomTree’s view, market cap weighting can leave investors overly exposed to areas of the market where fundamentals don’t justify prices. Kara Marciscano explains why our suite of earnings-weighted ETFs were built to provide broad market exposure in a more valuation sensitive way.

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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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