This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.

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.

WisdomTree

March 26, 2020

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.

Read More
WisdomTree

March 19, 2020

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.

Read More
WisdomTree

March 12, 2020

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?

Read More
WisdomTree

March 5, 2020

Fed Watch: Maximum Overdrive

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.

Read More
WisdomTree

February 27, 2020

What to Avoid in Emerging Markets

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.

Read More
WisdomTree

February 6, 2020

A Simple Yet Effective Approach to Emerging Markets

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.

Read More
WisdomTree

January 30, 2020

No Attack of the Killer BBBs

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.

Read More
WisdomTree

January 23, 2020

Blockchain Meets ETFs

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.

Read More
WisdomTree

January 16, 2020

Well I Told You Once and I Told You Twice…

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.

Read More
WisdomTree

December 26, 2019

Beyond Abenomics: Japan Poised to Outperform in 2020

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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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…

Read More
trading top