View all WisdomTree insights in the Dynamic Long/Short category.
U.S. equity markets have delivered strong results this year, but those gains were quickly erased in October. With increased volatility, more investors are looking for ways to protect their portfolios. But one strategy may help add value during these turbulent times.
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Trends in correlation can be a powerful predictor of future volatility and risk in equity markets. As investors continue to grapple with short-term uncertainty, we believe our correlation signal can provide valuable insights into broader market trends.
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If there is one thing to be learned from this year’s drawdowns in U.S. equities, it’s that traditional 60/40 portfolios do a comparatively poor job of limiting portfolio losses in the short run. Bradley Krom highlights how investors can combine a dynamic long/short equity strategy with a dynamic bearish strategy to achieve comparable returns with less risk to traditional portfolios.
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Many equity investors started the year concerned about valuations, and now with increased volatility, more investors are looking for ways to protect their portfolios in case of a larger sell-off. We believe that allocating a portion of your portfolio to alternative strategies, such as long/short equity, can help smooth out the returns at the extremes.
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With anxieties over market valuations and the “quantitative tightening” program under way by the Federal Reserve, it can be useful to evaluate strategies that have a goal of reducing volatility in the marketplace.
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While the markets remain robust, it is a good time to consider alternative strategies that could help mitigate downside volatility. Two strategies, we believe, are particularly relevant today: PUTW, the WisdomTree CBOE S&P 500 PutWrite Strategy Fund, and DYLS, the WisdomTree Dynamic Long/Short U.S. Equity Fund.
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Ben Carlson and Nir Kaissar joined Jeremy Schwartz on his “Behind the Markets” podcast last week. They covered an array of topics, including alternative investments, U.S. equities, emerging markets and even discussed a new “gentleman’s bet” on the S&P 500.
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With U.S. markets near all-time highs, and many investors expressing concerns about market valuations, Jeremy Schwartz reviews the case for the WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS), a low-cost, long/short ETF we developed that may become increasingly relevant for the current market environment.
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Who will win Tuesday night, how will the market react Wednesday and what, if anything, should investors do about it?
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WisdomTree launched the WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) late last year to give investors a way to dial down their exposure to the U.S. equity market when fundamentals deteriorate.
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The equity markets continue to scale new heights, but anxiety around the market’s position reigns. The political season tends to add to investor worries, as do the overall market valuation levels, which many feel are stretched. If you’re worried about overall market volatility and are looking for hedging vehicles, WisdomTree Dynamic Bearish U.S. Equity Fund (DYB)  and WisdomTree Dynamic Long/Short Equity Fund (DYLS)  are two strategies worth considering.
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With stock markets and bond markets at all-time highs, investors are looking for solutions that can help lower portfolio volatility and navigate adverse moves in the market.
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