From WisdomTree: If there is one thing to be learned from this year’s drawdowns in U.S. equities, it’s that traditional 60/40 portfolios1 do a comparatively poor job of limiting portfolio losses in the short run. In our view, this is primarily a function of low interest rates starting to rise.
From WisdomTree: Many equity investors started the year concerned about valuations, and now with increased volatility, heightened trade rhetoric and a flattening yield curve, more investors are looking for ways to potentially protect their portfolios in case of a larger sell-off.
From WisdomTree: In December, we passed the two-year anniversary of the WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS)–an interesting alternative strategy WisdomTree launched at the end of 2015.
From WisdomTree: Josh Brown recently wrote a piece, “How to Raise 20 Billion Dollarz,” that takes on alternative investments.1 Brown documented the rise and fall of an alternative strategy fund that crushed it during the 2008-2009 down market but has been a real dog during the straight-up market we’ve experienced ever since.