The financial world passed a milestone in 2024: for the first time, the assets managed by passive investment strategies in the U.S. exceeded those under active management. Against this backdrop, Joseph Attia discusses the shift toward indexing at the cost of active managers’ market share.
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Emerging market small caps are not only a source of growth and income but also a way to diversify portfolios. Jeremy Schwartz highlights how the WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) seeks to help investors capture the opportunities and avoid the pitfalls of this asset class.
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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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Gold is not just a precious metal, but a powerful asset that can enhance an investor's portfolio performance and resilience. Nitesh Shah and Jeremy Schwartz explore how gold can hedge against inflation, geopolitical shocks, financial crises and more, while offering attractive returns and low correlations.
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The post-pandemic inflationary era disrupted many long-established market relationships; however, one notable overseas relationship remains within its historical norms. Jeremy Schwartz and Brian Manby dive into how investors can access the opportunity in Japan with the WisdomTree Japan Hedged Equity Fund.
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One of the most important market relationships in 2024 is the rising, positive correlation between stocks and bonds. Jeremy Schwartz examines this relationship and its impact on total portfolio diversification in multi-asset portfolios and forward-looking bond yields.
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