Author: WisdomTree

Utilities vs. Financials: A Rising Rates Story

Utilities vs. Financials: A Rising Rates Story

Utilities vs. Financials: A Rising Rates Story by Jeremy Schwartz, Director of Research – The WisdomTree Blog One of the biggest drivers of performance in 2016 has been declining interest rates and all the ramifications across markets and sectors geared […]

The Other Side Of The Low-Volatility Trade

The Other Side Of The Low-Volatility Trade

The Other Side Of The Low-Volatility Trade by Jeremy Schwartz In the last year, there has been a tremendous amount of investor flow into, appetite for and discussion of the low-volatility factor of investing, along with high-dividend stocks such as […]

Quality as a Hedge for Value

Quality as a Hedge for Value

n a 2012 paper written by Robert Novy-Marx, we found the following statement particularly interesting: “Strategies based on gross profitability generate value-like average excess returns, even though they are growth strategies that provide an excellent hedge for value.”1 Why did […]

Brexit & Japan

Brexit & Japan

Japan got hit hard initially by the risk-off tsunami forced by Brexit. The force of the hit was compounded by the fact that Japan was the first and only major developed market that was open for business when the results […]

On the Rise and Fall of Nations

On the Rise and Fall of Nations

I recently had the opportunity to speak with Ruchir Sharma about his new book The Rise and Fall of Nations, which is an excellent book outlining Ruchir’s thoughts on the global economy. Below is a summary of our discussion and […]

financial bubble

One Way to Access Japan Today: Real Estate

We recently highlighted why Japanese real estate is one standout area in Japan that is benefiting from the record-low interest rate environment in Japan. It has secular, long-run forces at play, in addition to cyclical forces. The discussion below with […]

U.S. Treasuries: Brexit Meets Grexit

U.S. Treasuries: Brexit Meets Grexit

Without a doubt, thus far the month of June has been a rather grand one for the U.S. Treasury (UST) market. Indeed, the jobs report and last week’s FOMC meeting have provided fundamental fuel to an engine where safe-haven demand […]