INSIGHTS & STRATEGIES

WisdomTree Blog

Value investing is a strategy that has lagged considerably over the last decade. However, if stock market trouble lurks around the corner, Jeff Weniger explains how low P/E stocks may provide some shelter.

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With impeachment and State of the Union fireworks receding into the background, a fixed income strategist’s dream would be to return the focus to the normal course of business that emanates out of Washington, D.C. Kevin Flanagan does just that, and narrows in on the latest economic data, breaking down the 2020 January jobs report.
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Last week’s “Behind the Markets” podcast featured two interesting conversations on very timely and topical issues. Jeremy Schwartz first spoke with Professor Yanzhong Huang, senior fellow at the Council on Foreign Relations, about the impacts of the coronavirus on international trade. He then spoke with Ken-Hou Lin, co-author of the new book Divested: Inequality in the Age of Finance, on how big finance has led to inequality.

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They say don’t meet your heroes, but they didn’t say anything about comparing yourself to them. How do our WisdomTree U.S. Quality Dividend Growth (DGRW) and U.S. Quality Shareholder Yield (QSY) Funds stack up against Berkshire Hathaway’s holdings? Kara Marciscano draws comparisons from three perspectives: quality, capital return and value.

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Sometimes investors have the right idea but the wrong approach to investing in emerging markets equities. Kara Marciscano discusses how excluding state-owned enterprises from the investable universe can be a simple and effective way to not only tilt toward higher growth companies, but also reduce the risk of political influence.

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This year has gotten off to an unusual start in the financial markets. Typically, the focus would be on the Fed and/or economic developments, but unfortunately the coronavirus has taken center stage. Kevin Flanagan offers insights from a bond market perspective, using the SARS outbreak of November 2002 to July 2003 as a comparative event.

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