Income Solutions for a New Fixed Income Reality
When it comes to boosting income, investors typically have to take on additional risk to get the additional yield. But with the launch of the WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG), the new complement to the WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund (AGGY), there is a simple, rules-based way to enhance the short term yield potential of the Bloomberg Barclays U.S. Aggregate Bond Index (Agg)—using the same components—without taking on those additional risks.
Commentaries from Our Thought Leaders
Enhancing Core Fixed Income 2.0
by Bradley Krom
Several years ago, WisdomTree helped Barclays develop a strategy that relied on the same investable universe as the Bloomberg Barclays U.S. Aggregate Index (Agg) but sought to boost yield in a risk-efficient way. In version 2.0, we’ve taken a similar framework, but limited exposures to bonds with one to five years to maturity, resulting in a strategy with significantly less interest rate risk.
Top Five Reasons to Enhance Your AGG Position
by Bradley Krom
On March 29, 2016, I attended a speech given at the Economic Club of New York by Federal Reserve (Fed) chair Janet Yellen, entitled “The Outlook, Uncertainty, and Monetary Policy.”
Tilting Toward Yield Outperformed Market Cap-Weighted Benchmarks
by Ambar Bajaj
2016 has been a volatile year for many asset classes. During times like these, it is not unusual for safe-haven assets, such as U.S. investment-grade fixed income, to experience outsized total returns.
Enhancing Yield in Fixed Income Portfolios
by Bradley Krom
Investors are constantly looking for ways to enhance their fixed income yields—and they often end up taking on too much risk to do so. Enhancing yields may have just gotten easier.
Watch the Snapshot
AGGY: Thinking Outside the Agg Box
by Kevin Flanagan & Bradley Krom
Discover how the WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund (AGGY) uses a rules-based approach to give investors a fresh alternative to the widely followed Barclays US Aggregate Index (the “Agg”) while providing enhanced income and yield.
Listen to the Podcast
Additional Resources for Financial Professionals
Enhancing Yield Within Core Fixed Income
WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond ETF Presentation (AGGY)
Advisor Solutions: AGGY - Performance By Design