WisdomTree Insights

Right now, the stock market is blowing out the 20 years from 1980 to 2000 on a specific performance metric: the relative performance of companies with low or nonexistent dividend yields. Jeff Weniger discusses how a mean reversion could impact the markets.
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Japan’s inflation scare may be over soon, as core CPI and PPI trends point to lower prices. Jeff Weniger discusses how BoJ’s policy shifts affect the yield curve and the bond market.
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Inside the Tokyo Stock Exchange’s (TSE) memos are some initiatives that may just be the primary bullish drivers of Japanese equities. Jeff Weniger analyzes key points from the memos and makes the case for Japanese equities.
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As the only remaining TINA (There Is No Alternative) market, Japan’s stocks have soared in 2023. However, the Bank of Japan (BoJ) has relaxed its yield curve control policy, raising questions about the future of Japanese equities. Jeff Weniger explains why he thinks the BoJ will benefit from lower inflation and why TINA still holds in Japan.
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Our equity flagship strategy, the WisdomTree U.S. Quality Dividend Growth Fund (DGRW), just had its 10th birthday last month. Jeff Weniger reflects on a few of DGRW’s achievements over the years.
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It’s not only artificial intelligence companies that are catching a bid in 2023. While there has been much discussion over the S&P 500’s narrow breadth, many overseas exchanges have been teeming with vitality, including Japan. Jeff Weniger discusses the WisdomTree Japan Hedged Equity Fund (DXJ).
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