October 10, 2019
Interactive Advisors offers two portfolios powered by WisdomTree: the WisdomTree Aggressive and WisdomTree Moderately Aggressive with Alts portfolios.
October 3, 2019
World’s Deepest Value Play with Growing Capital Returns
September 26, 2019
Markets to the Fed: Go Fund Me
September 19, 2019
Profitability and Prudence in Small-Cap Equities
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…
September 5, 2019
Welcome to the Party, Powell?
August 29, 2019
High-Dividend Stocks: Calling March 6, 2009
August 22, 2019
Don’t Know Much About History
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.
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.
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.
July 25, 2019
Fresh Catalysts for Europe in the Second Half of 2019
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.
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.
July 5, 2019
UST 10-Year… Where Do We Go from Here?
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?
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.
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.
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.
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.
May 23, 2019
Fight Trade Wars with Fundamentals
May 16, 2019
How to Access China in 2019
May 9, 2019
“Barbell”ing Can Get the Job Done
May 2, 2019
U.S.-China Trade: When vs. What
April 25, 2019
