View all WisdomTree insights in the Currency category.
The U.S. dollar just had its fourth-worst six-month slide in 20 years. Brian Manby explains how this rare slump could actually fuel a surge in S&P 500 earnings and why large-cap multinationals might be poised to outperform.
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Long exposure to the U.S. dollar can serve as a valuable complement to traditional model portfolios, offering diversification benefits alongside equities and fixed income. With a historically negative correlation to equities and a tendency to perform well in risk-off environments, the dollar can enhance portfolio resilience and risk management. Andrew Okrongly and Joe Tenaglia discuss how investors can thoughtfully integrate this exposure within a broader asset allocation framework.
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Over the last several weeks, nearly every major foreign currency (FX) has declined against the U.S. dollar. Bradley Krom wraps up the series on FX by outlining strategies for understanding and managing risks when investing internationally.
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Short-term rates have risen to levels not seen since the mid-2000s, while longer-duration fixed income strategies have gone negative three years in a row. In the second blog post in a series on FX, Bradley Krom highlights WisdomTree strategies that could fill an interesting need in clients’ portfolios depending on their view of the U.S. dollar.
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The U.S. dollar had a strong performance in 2022 until the last quarter of the year, but after the quick shift in the bond market in the past few weeks, currency markets are taking notice. Bradley Krom analyzes the technical trends in four major currencies and explains why the dollar may continue to outperform.
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When the European Central Bank hiked rates in July, the Bank of Japan became one of only two central banks in the world with a negative deposit rate. Bradley Krom takes a closer look at the drivers of return in Japanese markets.
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Earlier this month, the euro hit parity with the U.S. dollar for the first time in 20 years. Jeff Weniger outlines the latest currency moves and what a strong U.S. dollar could mean for your portfolio. 
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Most investors allocate to international stocks by adding or stacking currencies on top of their equity exposures. Jeremy Schwartz outlines how currency hedging can help investors seeking to “unstack” their international exposures.
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You wouldn’t know it from the gut-wrenching fourth-quarter decline and 2019’s stock market snapback, but the euro has been downright sleepy. What does it mean for advisors? Be careful.
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The U.S. dollar is one of the most hotly debated questions right now. It’s a macroeconomic factor that impacts returns of many asset classes, from emerging markets to U.S. large-cap multinationals. Inspired by recent research on a stronger dollar from economist Danielle Di Martino Booth, Jeremy Schwartz makes the case for currency hedging in international portfolios.
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Currencies rarely move in a single direction for an extended period, especially in today’s world. WisdomTree is a strong believer that hedging helps neutralize currency movements and should be used strategically in portfolio allocations.
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Although many investors remain focused on the potential impact of U.S. tax reform on corporate earnings, we believe any change in tax policy can have an equally important effect on the price and supply of corporate credit.
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