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.
WisdomTree Office Hours
Advisors can now join our thought leaders as they discuss current markets and actionable investment solutions. This small-setting format allows for advisors to ask questions and enter into a dialogue, leveraging our thought leadership to navigate the market uncertainty. The schedule is updated weekly.
PROFESSOR SHLOMO BENARTZI
Managing Panic in the Digital Age
Commentaries from Our Thought Leaders
We are fighting a war against COVID-19, a war that will cost trillions of dollars, many times the cost of our participation in the Great War. The Fed has enacted many programs to help those impacted by the economic shutdown but, ultimately, there is no free lunch. Jeremy Siegel answers the question: Who will end up paying for the COVID-19 war?
Following the recent market volatility, we expect risk factor diversification, just like asset class diversification, to become a “household phrase” in the investment management industry. Scott Welch explains how our ETFs and Model Portfolios can help advisors provide their clients with the level of diversification that we believe will be needed going forward.
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.
WisdomTree launched in 2006 with a novel idea—generate the alpha that investors expect from active mutual funds, but in a better investment wrapper: ETFs. Alisa Maute breaks down the many ways the ETF wrapper offers advantages to investors over mutual funds.
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.
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.
The cloud computing industry has proven resilient in the recent economic downturn, and we see potential for several positive catalysts ahead. Jeremy Schwartz and Kara Marciscano summarize the latest viewpoints from cloud industry experts and provide a solution for investors looking to invest in the future of the cloud.
Investors often look for ways to enhance income, lower a portfolio’s overall expected volatility. Alejandro Saltiel focuses on how a specific type of option strategy employed in the WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) seeks to enhance portfolios during periods of market volatility.
March was one of the most volatile months in the market on record, and the movement from mutual funds to ETFs is something to behold. Alisa Maute focuses in on the emerging markets space and makes a case for investing in our unique emerging markets ETF.
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.