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.
Podcast: Market Wisdom with Professor Siegel
Listen to the timely podcast with Professor Jeremy Siegel, WisdomTree’s Senior Investment Strategy Advisor and Professor of Finance at The Wharton School of the University of Pennsylvania, who shares his perspective on the market on a weekly basis.
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
While an interest rate hedging angle for bond portfolios is not top of mind for investors right now, maybe it should be. Kevin Flanagan explains why the time to consider rate protection is when rates are low.
On last week's Behind the Markets podcast, Jeremy Schwartz spoke with Ellen Zentner, Chief Economist at Morgan Stanley. The conversation focused on the firm’s economic outlook for the second half of 2020.
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?
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.
As advisors seek new ways of building and managing portfolios in the wake of the pandemic events of 2020, one clear trend in the advisor community is the adoption of an “outcome-focused” portfolio construction approach. Scott Welch explains.
We believe there are just as many opportunities in international markets as there are in the United States. The differentiator, however, is accessing them in the right way. Jeremy Schwartz explains how a quality and dividend-oriented approach may provide investors with the results they’re looking for when investing overseas.
The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
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.
