Market Volatility Updates
Navigating these volatile markets amid the global COVID-19 crisis is a challenge no one was prepared for. WisdomTree continues to listen closely to the advisor community and create new resources for advisors as well as all investors to provide the guidance you need to maneuver the daily market changes.
Keep an eye on the situation as it unfolds with our latest news.
Conference Calls with Professor Siegel
Listen to the timely conference calls with Professor Jeremy Siegel, WisdomTree’s Senior Investment Strategy Advisor and Professor of Finance at The Wharton School, who shares his perspective on the market turbulence.
PROFESSOR SHLOMO BENARTZI
Managing Panic in the Digital Age
Commentaries from Our Thought Leaders
2020 will be remembered as a year with some of the wildest and worst daily declines in history. Jeremy Schwartz explains why now may be a good time to explore how our ETFs can upgrade investors’ portfolios.
Both the Fed and the U.S. federal government provided unprecedented responses to the market turmoil last week. The natural question on investors’ minds is whether the time has come to begin positioning their fixed income portfolios for what comes next. Kevin Flanagan explains why one of the most noteworthy items to consider is your interest rate profile.
The past several weeks have, no doubt, caused or tempted many investors to sell off. But is that the best course of action? Scott Welch looks back at the market dips in previous years to compare them to the market turmoil today.
Switching from Mutual Funds to ETFs during Market Stress
With all the benefits of the ETF structure it is no wonder that investors put more money into ETFs than mutual funds in 2019.1 The great news is that when you marry the advantages of the ETF structure with WisdomTree’s Modern Alpha® approach you have the potential to outperform. In fact, WisdomTree has a history of strong performance against both beta ETFs and active mutual funds. Click here for standardized performance. With the recent volatility in the markets, now is a great time to consider switching from mutual funds to ETFs.
While some mutual fund managers believe volatility will shake faith in passive instruments, the evidence points to investors moving toward ETFs during tough periods. Jeremy Schwartz explains how the ETF structure has proved to be resilient in times of crisis.
We have witnessed an almost unprecedented four to five weeks of market disruption, and many investors are wondering what they can do to stem the tide. Scott Welch discusses how tax loss harvesting can help investors “lean into” these disruptive markets and add tangible and proactive value to investor portfolios.
The doubters of the ETF structure always warn about a situation when ETFs would blow up. With the confluence of many storms lately the markets are experiencing extreme volatility. Anita Rausch discusses how the ETF structure is holding up and becoming a crisis management tool.
Additionally, our own market research shows that the average U.S. advisor hasn’t modified asset allocations in 10 years. For most, they have been 60% equities/40% fixed income. This makes no sense in the world we find ourselves in. Professor Siegel is promoting more of a 75%/25% allocation, because there is no longer any income in fixed income. The only place to go for income is quality, dividend-paying equities—our sweet spot.
As much of the workforce has been forced to work from home, companies that often help the workforce to operate virtually “in the cloud” are top of mind. Kara Marciscano provides a soultion for investors seeking exposure to companies that are aiding business continuity during this period of social distancing.
The S&P 500 reached bear market territory when it dropped to 2,702 on March 11. And so far, the pain hasn’t stopped. Jeremy Schwartz provides a hedge for investors who want to creep into stocks but don’t want full market exposure: put writing.
As fear spreads throughout the markets, it pays to step back and think about what drives long-term stock returns: dividends. Jeremy Schwartz examines the history of dividend growth during volatile times.
Basis Points Podcast with Kevin Flanagan
Our comprehensive suite of tools gives advisors and investors the means to analyze Funds, Indexes and portfolios and compare best options for when the markets return to normal.
