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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 401–406 of 406 found.