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.
April 2, 2020
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.
March 26, 2020
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.
March 19, 2020
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.
March 12, 2020
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?
March 5, 2020
Well, the Federal Reserve (Fed) delivered a 50 basis points (bps) cut in the Federal Funds Rate yesterday in an inter-meeting move, the first such action since the 2008 financial crisis.
February 27, 2020
Last week we had the pleasure of speaking with Timothy Reynolds, Senior Portfolio Manager at Employees Retirement System (ERS) of Texas, on our “Behind the Markets” podcast.
February 20, 2020
February 13, 2020
February 6, 2020
A key rationale for emerging markets exposure is the potential for these countries to deliver greater growth than the developed world. In theory, emerging markets economies are in the growth stage of their lifecycle and should expand at a faster rate than those in the developed world.
January 30, 2020
An overarching theme when investing in U.S. corporate bonds the last few years has been the discussion surrounding the credit makeup of the investment grade (IG) universe. Specifically, the share of the BBB-rated sector within this universe has risen considerably since the end of the Great Recession in 2009.
January 23, 2020
Last week’s “Behind the Markets” podcast featured Dan Doney, CEO of Securrency, a blockchain-based financial infrastructure company, and Will Peck, Director of Corporate Strategy for WisdomTree.
January 16, 2020
Friday marked the first “real” data day for the bond market, with the release of the final jobs report for CY 2019. Once again, there do not appear to be recession winds on the horizon. On the political front, we continue to see how escalating and/or scaled-down tensions in the Middle East can be bond market moving in nature.
January 9, 2020
January 2, 2020
The first step is to access the model portfolio’s allocations, whether that be from a website, fact sheet, presentation deck or other means. The next step is for an advisor to understand what is most important for them to make a decision on.
December 26, 2019
Japan is a standout amongst G7 countries—the only government capable and willing to enact rational, pragmatic and decisive countercyclical fiscal policies. Where American and European political leaders appear stuck and forced to compensate for their own inability to actually design and implement targeted, innovative and timely fiscal policy by constantly insisting that it is the central bankers who need to do more, Japan wastes no time.
December 19, 2019
December 12, 2019
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.
December 5, 2019
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.
November 29, 2019
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.
November 21, 2019
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.
November 14, 2019
November 7, 2019
October 31, 2019
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.
October 24, 2019
October 17, 2019
October 10, 2019
October 3, 2019
September 26, 2019
September 19, 2019
September 12, 2019
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…
