WisdomTree Insights

As interest rate volatility remains elevated, we continue to monitor the trade-offs between risk and potential returns across fixed income markets. With this in mind, our Model Portfolio Investment Committee discusses the latest updates to our fixed income portfolios.
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We launched our Short Duration Fixed Income Model in 2021 with the goal of reducing interest rate risk while generating close-to-index levels of yield. A year later, Scott Welch, Rick Harper and Kevin Flanagan provide an update on how this Model Portfolio has performed given the current Fed rate hike regime. 
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At WisdomTree, we build our Model Portfolios with the goal of performing consistently over market cycles. Scott Welch and Rick Harper outline the recent dynamic changes made to our fixed income Model Portfolios to keep up with the changing market conditions. 
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In part 2 of our “Portfolio Pilates” series, Scott Welch and Rick Harper take a deep dive into our Fixed Income Model Portfolio and how it seeks to deliver better risk-adjusted performance. 
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With interest rates likely to move higher and credit spreads historically tight, investors should not be looking to take excessive interest rate risk within their fixed income allocations. We believe our new Short Duration Fixed Income Model can help reduce interest rate risk while generating close-to-index levels of yield.

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Following a tough first half of the year, caused by the global pandemic, we are starting to see signs of hope. Our thought leaders explain why, barring a second government-mandated economic lockdown, they believe we will see a slow-but-steady recovery of the U.S. economy in the second half of 2020.

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