INSIGHTS & STRATEGIES

WisdomTree Blog

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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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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