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Interactive Advisors offers two portfolios powered by WisdomTree: the WisdomTree Aggressive and WisdomTree Moderately Aggressive with Alts portfolios.

WisdomTree

December 12, 2019

Fed Watch: No Lump of Coal This Year

After three consecutive rate cuts, the Federal Reserve (Fed) decided to stay on the sidelines at their final gathering for 2019. While this result was widely expected, it also represented a stark turnaround from the December 2018 FOMC meeting when the policy makers made Santa’s naughty list and hiked the Fed Funds target for what amounted to the final time in that rate-hike cycle.

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WisdomTree

December 5, 2019

Don’t Fight the Tape

Should U.S. Treasury (UST) yields be this low, given the current investment landscape? It sure is an interesting question, don’t you think? That being said, whether or not you feel the UST 10-Year yield should be trading at its current level of around 1.70%, the old adage “Don’t fight the tape” comes to mind.

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WisdomTree

November 29, 2019

Is the Glamour and Growth Trade Finally Turning?

Last week’s “Behind the Markets” podcast featured a discussion with Nir Kaissar, founder of Unison Advisors. Unison provides portfolios to individuals and institutions that leverage academic work on the long-term performance of various investment factors. Kaissar was an early advocate for focusing on valuations to rotate between the various investment factors and asset classes.

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WisdomTree

November 21, 2019

The Barbell Solution: Q4 Update

The volatility in Treasury (UST) yields since Labor Day is a real-time example of what investors have been faced with recently regarding the direction of interest rates. While 2019 thus far has been, generally, a year of falling rates as compared to the 2018 experience.

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WisdomTree

October 31, 2019

Fed Watch: Third Time’s a Charm?

Once again, as widely expected, the Federal Reserve (Fed) voted to cut rates at its October FOMC meeting. This marks the Fed’s third consecutive quarter-point reduction and places the new federal funds target in the 1.50% to 1.75% range. The question that now comes to mind is whether the third time’s a charm.

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WisdomTree

September 12, 2019

Evaluating ETF Model Portfolios: The Dues & Don’ts

I previously wrote “Debunking the Myths of a Model Portfolio Approach,” exposing the difficulties of third-party due diligence as a myth. Let’s prove it by diving deeper into best practices for ETF model portfolio due diligence. Ask the right questions – Starting at the firm level, here are a few questions advisors should ask when evaluating model portfolio providers…

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WisdomTree

August 15, 2019

Game of Bridge or Game of Thrones between China and U.S.?

The entire German yield curve is negative. The U.S. 3-Month Treasury yield is at 2%, while the 10-Year yield currently sits close to 1.65%. Excluding U.S. debt with 20 years to maturity or more, U.S. short-term Treasuries now have the highest yield among all developed-nation debt.

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WisdomTree

August 8, 2019

A Bullish View Amid China Uncertainty

In a week of big news, ranging from the Federal Reserve (Fed) meeting to additional Chinese tariffs to an employment report, we had two great podcasts with Professor Jeremy Siegel covering the major events with First Trust economist Brian Wesbury and Hanming Fang, professor of economics at the University of Pennsylvania and founder of the nonprofit website VoxChina.org.

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WisdomTree

August 2, 2019

Japan After the Election — Focus on Economy, Not Constitution

Japanese prime minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform, in Sunday’s Upper House election. In our view, this is good news for financial markets as “Team Abe” will now stay focused on economic policy to maintain a strong “feel-good” factor, rather than divert even more political capital (and parliamentary time) to preparing to revise the constitution.

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WisdomTree

July 18, 2019

Time to Reengage with Japan

I recently had the opportunity to interview Jesper Koll, a Senior Advisor to WisdomTree, on opportunities in Japan’s equity market for our “Behind the Markets” podcast. Koll believes Japan will be a source of surprise for both economic strength and corporate performance. Koll sees investors as underweight in Japan today as they were at the time of the Fukushima nuclear reactor disaster.

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WisdomTree

July 11, 2019

Debunking the Myths of a Model Portfolio Approach

Over 85% of the current advisory population is not using external model portfolio providers. Why aren’t more advisors adopting ETF model portfolios in their practice?Perhaps it’s because of some of the myths surrounding them.

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WisdomTree

June 27, 2019

Filtering Out the Noise in Mid-Caps

According to the efficient market hypothesis (EMH), this should tend to be the case over the long run. EMH says market prices reflect all available information, and any excess returns are simply a by-product of greater risk. Let’s run with this theory of higher risk being behind higher returns: How have riskier mid-caps done relative to less-risky mid-caps?

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WisdomTree

June 20, 2019

Sign on the “Dot”ted Line

Although the money and bond markets appear to be “chomping at the bit” for a rate cut, expectations for such action at the just-completed FOMC meeting were low. Rather, the focus was on whether the policy makers would be making any changes to their Federal Funds’ Rate projections, or blue dots, for the remainder of this year and 2020.

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WisdomTree

June 13, 2019

One Plus One Equals Three

To watch the money and bond markets of late, there is one development that stands out quite clearly: the Federal Reserve (Fed) has to cut interest rates. In fact, from the markets’ perspective, trade uncertainty plus economic weakness equals three rate cuts. Or quite simply: 1+1=3.

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WisdomTree

June 6, 2019

India: Stability amid Global Political Uncertainty

Ahead of the monthlong Indian elections, we held a “Behind the Markets” podcast preview with Gaurav Sinha, Associate Director of Modern AlphaTM and Asset Allocation at WisdomTree, and Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. Our discussion, which suggested Modi was going to stay in power with a 70% probability, was quite prescient.

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WisdomTree

May 30, 2019

Platform Businesses: What They Are and Why Own Them

On last week’s episode of the “Behind the Markets” podcast, I was joined by Alex Moazed, Founder and CEO of Applico, and Rafi Aviav, head of WisdomTree Europe’s Product Development team, for a discussion on platform businesses. Moazed described platforms as companies that do not own the means of production but rather the means of connection.

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