WisdomTree is a leading global Exchange-Traded Product (ETP) sponsor and one of the only publicly traded asset managers exclusively focused on the ETP industry. Currently, Interactive Advisors offers seven portfolios powered by WisdomTree, including the WisdomTree Aggressive and WisdomTree Moderately Aggressive with Alts portfolios.
Fed Watch: ‘New’ Policy Framework, Batteries Not Included
It is not surprising the September FOMC meeting failed to provide any fresh headlines. The key question now is how does the Fed actually implement this new approach?
What Goes Up Has Definitely Been Coming Down
The Death of the 60/40 Portfolio
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
Value Stocks Need a Whiff of Inflation
Heading in the Right Direction
Is Facebook Really Worth $750 Billion?
A Core Strategy with Value Prices
Are You Ready for a Cyclical Reversion?
How Early Are We in the Shift to the Cloud?
U.S. Treasuries Watch: Thinking Globally
Leaving a TIP
So, how do fixed income investors search for rate-hedging solutions? One approach that one often encounters involves U.S. Treasury (UST) Inflation-Protected Securities, or TIPS. These securities are referenced to the Consumer Price Index (CPI), whereby the coupon is fixed, but the principal is adjusted to changes in CPI.
S&P 500 Dividend Expectations Are Rising
Fed Watch: June Gloom
It was no surprise the Fed left monetary policy right where it is at the June FOMC meeting. Like all of us, the policymakers are in uncharted waters and trying to figure out not only where the U.S. economy is headed in the second half of 2020 and 2021, but also how policy should respond.
Positively Not Negative
The Topsy-Turvy S&P 500 Earnings Picture
Don’t Count Your Dividend Chickens
Why International Investments Still Matter
U.S. multinational companies have revenue generated all over the world, so what if diversification is just a matter of “de-worseifying” and bringing suboptimal outcomes?
Cash Is King in Your High-Yield Strategy
Let’s explore the access to cash for issuers within HY. We will examine their available cash and the credit facilities they can draw upon.
The Fed Goes Bond Buying
Dazed and Confused? We’ve Got You Covered
Japanese Fiscal Stimulus to the Rescue
Japanese Prime Minister Shinzo Abe announced a commitment to a fiscal stimulus package worth ¥108 trillion, which is approximately 20% of Japan’s gross domestic product (GDP).
St. Louis Fed President James Bullard Discusses the Recent Fed Actions
Bullard is very pleased with the Federal Reserve’s new policies and Congress’ reaction to the crisis. Such policies took much longer to cobble together during the financial crisis of 2008 and 2009.
Money in Motion: It’s Not about Return on Principal, but Return OF Principal
Given what has transpired in the money and bond markets over the last two weeks, the aforementioned age-old adage should not come as much of a surprise. The declines in a whole host of fixed income markets, and signs of growing dislocations in the funding arena, have left investors in a state of fear, the likes of which we haven’t seen since the financial crisis.
Investor Conversations During Disruptive Markets
The market disruption over the past four to five weeks has been disconcerting, but it has also presented potential opportunities for valuable introspection. When discussing current conditions, there are several broad observations and several very specific ideas that can benefit your clients.
It Just Doesn’t Matter
The February jobs report was rock-solid, but alas, the collective market viewpoint is that it represents ‘old news’. This point is fair, and I don’t disagree, but wouldn’t you want to have the US economy on a solid footing heading into this COVID-19 situation rather than the alternative?