Income Solutions for a New Fixed Income Reality

 

With the launch of our first yield enhanced strategy more than three years ago, we pioneered a “Modern Alpha®” approach for allocating to the U.S. investment grade bond market.

AGGY

YIELD ENHANCED U.S. AGGREGATE BOND FUND

 

The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) seeks to enhance income potential by sourcing opportunities within the Fixed Income universe to increase yield by shifting exposure across sectors, levels of interest rate risk, and credit risk.

Learn more about AGGY
The Case For WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)

 

SHAG

YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND

 

The WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) seeks to maximize yield by sourcing and reweighting sub-components within the 1-5 year segment of the U.S. aggregate fixed income universe.

Learn more about SHAG
The Case for WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG)

 


Commentaries from Our Thought Leaders

krom

2017 Update: Enhance Your Aggregate Positions While Reducing Risk

by Bradley Krom

Despite the Fed poised to increase interest rates two additional times this year, nominal interest rates are lower than they were to start the year at maturities of five years or greater. In this article, we highlight the likely driver of what we believe will prove to be a temporary decline in rates.

 

Read the Blog

 

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.

 

Read the Blog

 

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.”

 

Read the Blog


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


Additional Resources for Financial Professionals

 

Enhancing Yield Within Core Fixed Income