WisdomTree

Jeremy Schwartz / Currency Hedged Equity, India on 03 Aug 2016

Does Currency Hedging Make Sense for India?

India stands to be one of the great growth stories of the coming decades. But does India’s high inflation erode the value of the rupee such that returns for U.S. investors buying Indian equities will be hurt by a perpetually falling exchange rate?

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Jeremy Schwartz / Currency Hedged Equity, Dynamic Currency Hedging on 02 Aug 2016

Why We Just Raised Our Euro FX Hedge Ratio Dynamically

Many investors deride the trend toward currency hedging in international equities as a passing fad. WisdomTree has maintained for seven years that most U.S. investors are unnecessarily taking on too much risk strategically when they invest internationally. Why such conviction?

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Jeremy Schwartz / Brexit, Currency Hedged Equity, Europe on 29 Jul 2016

Why Is This UK Strategy Significantly Outperforming European Markets?

The Brexit vote occurred last month, creating uncertainty about the United Kingdom’s role and future in the European economy, yet the WisdomTree United Kingdom Hedged Equity Fund (DXPS) has been up 12.74% year-to-date (YTD) as of July 15, 2016, while a broader index of European stocks—the FTSE Developed Europe All Cap Index—is down 3.3% YTD in 2016. What is happening here?

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Jeremy Schwartz / Abenomics, Currency Hedged Equity, Japan, Real Estate, Small Caps on 28 Jul 2016

Positioning for Japan’s Upcoming Stimulus Package

Japan is back. After being practically the worst-performing equity market in the developed world in the first half of 2016 on the back of a strengthening yen, Japan has rallied strongly from its post-Brexit bottom in anticipation of a large, creative fiscal package. 

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Jeremy Schwartz / Currency Hedged Equity, Dividends, Dynamic Currency Hedging, Small Caps on 23 May 2016

Ten Years Later: Revisiting Case for International Small Caps

In June 2006, WisdomTree launched the first international small-cap exchange-traded fund (ETF), the WisdomTree International SmallCap Dividend Fund (DLS). WisdomTree was early to recognize that the “size factor” was just as important in allocating to stocks in foreign markets as it was for the United States. 

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