INSIGHTS & STRATEGIES

WisdomTree Blog

Looking at the U.S. Treasury market’s reaction to the coronavirus news, there was one by-product that captured the lion’s share of the headlines: the yield curve inverts again! Kevin Flanagan discusses what this recent inversion means for the fixed income market.
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Japanese equities are unloved and under-owned because rates have refused to rise. Jeff Weniger discusses what could happen if bond yields rise and why Japanese equities would be the play.

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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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