WisdomTree Insights

Warren Buffett recently released his annual letter to shareholders. Jeremy Schwartz highlights ideas from four passages of the letter including quality vs. value, high-quality dividends, FX hedging and the gambling culture in stock trading. 
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As the Fed is nearing the end of its once-in-a-generation tightening cycle, investors have rightfully started to wonder about the next phase of the monetary cycle. Behnood Noei discusses how diversifying into U.S. aggregate portfolios with more BBB corporates and less China exposure, such as our Yield Enhanced U.S. Aggregate Bond Fund, can offer higher yield and lower duration risk than the Core portfolio.
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The Nasdaq 100 Index is considered by many as the default benchmark for growth stocks, but we believe we have a better way to capture growth. Matt Wagner discusses how the WisdomTree U.S. Quality Growth Index outperforms the Nasdaq 100 by selecting high-growth, high-profitability companies across all U.S. exchanges.
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The U.S. economy and inflation have surprised the bond market in 2024, reversing the rally of 2023. Kevin Flanagan explores the implications of this for the UST 10-Year yield and the Fed’s rate policy.
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Many investors may not realize that their international investments have a hidden weak dollar exposure that can affect their returns and risk. Matt Wagner explains why currency-hedged positions may offer more diversification benefits and lower volatility than unhedged ones.
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While current geopolitical and economic conditions greatly impact the markets, another factor for investors to pay attention to is U.S. presidential cycles. Pierre Debru looks at how past presidential terms have affected equity markets. 
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