From WisdomTree: In the span of most of our lives, so many economic systems have turned on a dime. Look at Poland, under the Soviet thumb as recently as three decades ago, graduating this month to “developed” status in FTSE Russell Indexes.
From WisdomTree: NAFTA is gone, replaced by largely the same agreement with a different name. Talk about tinkering around the edges.
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: We recently wrote about why our multifactor strategies favor using the low-correlation factor instead of the low-volatility factor as part of our alpha-seeking stock selection composite multifactor scoring.
From WisdomTree: Since we launched the WisdomTree U.S. Multifactor Index (WTUSMF) just over 14 months ago, the strong relative performance of this Index has led to questions regarding what is driving it.
From WisdomTree: Japan is not a value trap. Against a backdrop of very attractive equity valuations–at 13.7x, the TOPIXprice-to-earnings (P/E) multiple has dropped back to the lowest 5% level reported over the past decade –the trigger for upside performance must come from positive earnings surprises.
From WisdomTree: The Federal Open Market Committee (FOMC) delivered on its highly anticipated rate hike at its September meeting. This now brings the top end of the target range for Fed Funds to 2.25%.
From WisdomTree: Despite recent headwinds, dividend strategies continue to attract interest, as dividends themselves have been growing steadily. Additionally, with bond yields broadly still coming off their historical lows, investors are looking for solutions that provide income that is sustainable and can grow with the market.
From WisdomTree: The S&P China 500 is down 25% since January 26,1 an ugly and quick plunge that fits the common definition of a bear market. Who in their right mind would use “haven” in the same sentence as “China”?
From WisdomTree: One of the markets caught up in global trade fears that continues to perplex investors is Japan. The Japanese markets are trading near their lowest valuation levels in the last 30 years, supported by increased profitability, better returns on capital and improving profit margins.
From WisdomTree: On Thursday, Japanese prime minister Shinzo Abe was re-elected as the ruling Liberal Democratic Party (LDP) leader, winning by a very solid 70-30 margin against his one internal competitor. Abe thus has a very strong internal party mandate and will continue to be Japan’s prime minister for another three years. This bodes well […]
From WisdomTree: As pioneers of Modern Alpha strategies and currency hedging, WisdomTree has been at the forefront of providing smarter exposure to investors.
From WisdomTree: Last week was central bank week in Europe, as both the European Central Bank (ECB) and the Bank of England (BOE) held policy meetings on the same day. The outcomes of these events did not necessarily break new ground, but the results did offer some guidance for the U.K. and eurozone bond markets going forward. […]
From WisdomTree: On last week’s “Behind the Markets” podcast, we had a special edition that was broadcast live from the annual conference held by the Wharton Jacobs Levy Equity Management Center for Quantitative Financial Research in New York City.
From WisdomTree: One of my Twitter followers asked how our new emerging markets multifactor exchange-traded fund (ETF), the WisdomTree Emerging Markets Multifactor Fund (EMMF), compares with some of our existing emerging market funds in terms of portfolio characteristics, geographies, factor tilts and expected valueadded.