The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
Despite the disruptions caused by the pandemic in the first half of the year, our outlook from an asset allocation perspective has not changed from what it was at the start of the year. We are still following the same four main themes, Scott Welch discusses.
The Federal Reserve’s current easing cycle began exactly a year ago. One year later, there is a zero interest rate policy with a revamped quantitative easing policy to ward off another potential financial crisis. Kevin Flanagan explains why, against this backdrop, it should come as no surprise the Fed decided to take a bit of a summer vacation at this July FOMC gathering.
As we enter a new market regime characterized by increased volatility, advisors are seeking to improve risk factor diversification in their clients’ portfolios through lowering portfolio volatility. Scott Welch explains how our multifactor models can help achieve a similar outcome to allocating to “low vol” stocks but with the potential of more attractive valuations.