WisdomTree Insights

We recently conducted an annual rebalance for the WisdomTree U.S. SmallCap Dividend Index. Brian Manby assesses how its composition and fundamentals changed during our screening and reconstitution processes.
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Following two straight years of policy tightening, the historical relationship between U.S. equities and interest rates has been flipped upside down. Brian Manby reviews what this means for portfolio construction and makes the case for small-cap value in this environment. 
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Small caps have been underperforming large caps due to the pressure of higher interest rates. Brian Manby explores how this affects their earnings and balance sheets, and why quality is the key to investing in the small-cap space.
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Amidst fears of the risk of a recession this year, we wanted to analyze how our Indexes performed in different economic scenarios. Christopher Gannatti evaluates our earnings strategies across the market cap size spectrum against benchmarks during specific parts of the business cycle.
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In 2020, speculative stocks generally performed remarkably well. Small-cap and mid-cap companies also did well during this time. Christopher Gannatti reviews the performance of indexes with exposure to speculative companies and discusses our earnings-weighted approach. 
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Since WisdomTree began launching Funds and Indexes in 2006, the growth style of investing largely drove the markets. In 2022, the value style of investing dramatically outperformed growth. Against this backdrop, Christopher Gannatti discusses how an earnings strategy aims to help consistently manage valuation risk as we look ahead.
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