From WisdomTree: Over a decade ago, WisdomTree launched a family of dividend-weighted Indexes that were designed to manage valuation risk and increase the dividend income of an equity basket.
From WisdomTree: A big story thus far in 2018 has been U.S. small-cap stocks, which have emerged as one of the best performing major asset classes.
From WisdomTree: When will value turn around and outperform growth? Over the past several years, this arguably has been one of the most hotly debated questions in index investing.
From WisdomTree: Last week’s “Behind the Markets” podcast featured a discussion with John Apruzzese, CIO of Evercore Wealth Management, and Julian Brigden of MI2 Partners.
From WisdomTree: A fundamental reason people invest in small caps is their potential for better returns over longer periods.
From WisdomTree: Movement in the U.S. dollar can be a headwind or a tailwind for earnings of U.S.-based companies. A company’s sensitivity depends proportionately on how much business it conducts internationally.
From WisdomTree: For more than 11 years, WisdomTree has been running dividend-focused Indexes in the United States. Some of the strongest results against the more commonly followed market capitalization-weighted benchmark indexes have occurred in the mid- and small-cap size segments.
From WisdomTree: Following one of the most tranquil years in stock market history, volatility came roaring back in late January and early February.
From WisdomTree: Investing is hard. Trying to time the market is harder. Timing return factors at the right time? Forget about it.
From WisdomTree: One of the most common questions and discussion points we encounter is: “What are the key differences between exchange traded funds (ETFs) and mutual funds?”
From WisdomTree: We tend to write a lot about the annual rebalance of the WisdomTree U.S. Earnings Indexes because–simply put–this is the single most important difference that they bring to any U.S. equity discussion.
From WisdomTree: In U.S. equities, investors love the idea of small-cap stocks. Some of these companies represent the entrepreneurial spirit, and it’s no secret that many investors dream of the “lottery-like” experience of finding the next Facebook, Amazon, Netflix or Google before it becomes a giant company–collecting stratospheric returns along the way.
From WisdomTree: 2017 was the year of growth over value–year-to-date through December 1st, the S&P 500 Growth Indexoutperformed the S&P 500 Value Index by essentially double the return, or a 1,300 basis point (bps)spread.
From WisdomTree: I recently found myself on a panel debating the merits of passive investing versus active management at an investment conference populated by mostly active investors and traders.
From WisdomTree: A common refrain we hear across all different types of investors is this: “U.S. equity markets are becoming expensive.”