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Small Caps in Focus Following Fed Comments
by Jeremy Schwartz of WisdomTree, Inc., 7/24/14
In conjunction with Janet Yellens testimony before Congress on July 15, the Federal Reserve produced a Monetary PolicyReport1 that provides an update on monetary policy, economic conditions and financial markets.

Long Commodities, Short Contango via Commodity Currencies
by Rick Harper of WisdomTree, Inc., 7/23/14
On the back of a resurgence in Chinese economic data and rising geopolitical risk in Eastern Europe and the Middle East, increases in global commodity prices have reinvigorated investor interest in allocating to commodity-based investment strategies.

Cause and Effect: Bank of Japan Becomes Governments Largest
by Bradley Krom of WisdomTree, Inc., 7/22/14
Although central banks often use their holdings of government debt to affect monetary policy, the meteoric rise in the expansion of the BOJs balance sheet is unprecedented. With the BOJ continuing to signal its willingness to aggressively stimulate the economy, we highlight here what we believe are the most significant implications of these policies.

Smart Beta in Action: Taking Chips Off the Small-Cap European Table
by Jeremy Schwartz of WisdomTree, Inc., 7/21/14
European equity markets performed strongly throughout much of 2013 and into the first five months of 2014. While it is difficult to time market tops and bottoms for individual stocks on a consistent basis, we believe there are benefits to undertaking a disciplined practice to rebalance weight based on changes in relative valuation.

How the Europe Small-Cap Portfolio Changed at the Rebalance
by Jeremy Schwartz of WisdomTree, Inc., 7/17/14
A key differentiator of the WisdomTree Index methodology is our annual rebalance to focus on changes in relative value. In this blog, we will zoom in on how this approach led to changes in exposure in the WisdomTree Europe SmallCap Dividend Index (WT Europe Small).

Dissecting the Japan Hedged Equity Rebalance
by Jeremy Schwartz of WisdomTree, Inc., 7/16/14
We think it is important to be mindful of how an annual rebalance back to an underlying fundamental such as dividends can help manage valuation risks. With market capitalization-weighted indexes, when constituents increase in price compared to other stocks, they gain greater weight and increase their impact on the performance of the index.

Is the Euro the New Yen?
by Jeremy Schwartz of WisdomTree, Inc., 7/15/14
Currency-hedged equity strategies broke onto the exchange-traded fund (EFT) investment scene in late 2012 following significant weakening of the yen, which led to a wide disparity in performance between unhedged and currency-hedged Japanese ETFs.

Rising Rates and the U.S. Dollar
by Bradley Krom of WisdomTree, Inc., 7/14/14
While interest rates in the U.S. have fallen so far year-to-date, we continue to believe that rates may be poised to rise in the second half of 2014. Over the last several weeks, we have seen increased interest from clients about how best to prepare their portfolios for an eventual rise in U.S. interest rates.

Europes Dividend Growth Explained
by Jeremy Schwartz of WisdomTree, Inc., 7/10/14
An interesting aspect of the WisdomTree annual rebalance process is identifying trends in aggregate regional Dividend Stream of major markets. As we just rebalanced our developed world Indexes, including Europe, we wanted to provide some insight into how Europes dividends grew in the 12 months prior to the rebalance.

U.S. & European Flows: Potential Opportunity in European Debt?
by Bradley Krom of WisdomTree, Inc., 7/9/14
In discussions with our clients, we often notice their interest in hearing where WisdomTree or the industry is seeing inflows in order to gain new ideas for investment. As the market for global exchange-traded products continues to evolve, we believe that investors will increasingly look to global ETP flows for investment ideas.

Managing Valuation Risk by Rebalancing
by Tripp Zimmerman of WisdomTree, Inc., 7/8/14
We think it is important to be mindful of how an annual rebalance back to an underlying fundamental such as dividends can help manage valuation risksa key factor in why the non-cap-weighted indexes are included in the smart beta category of indexes.
Results 401–411 of 411 found.