Yet beneath the surface, there's a notable tension between resilient headline indexes and structural uncertainty. On the one hand, forward P/E multiples remain elevated at ~20.6x for the S&P 500, ...

In Q2 2025, companies like Pepsi and P&G showed that the era of aggressive price hikes covering for volume declines, known as “Price over Volume” (PoV), is waning as elasticity and consumer resistance ...

As financial advisors face increasing portfolio management complexities, model portfolios have emerged as a vital tool for scaling practices while enhancing client results. Research shows clients ...

Artificial intelligence has taken up a large share of the world’s consciousness in 2023. Prior to ChatGPT, there were many AI applications that were “pretty good,” but very few things that were strong ...

What Is It? Tax-loss harvesting involves selling a security at a loss and purchasing another security with a similar investment profile. This strategy enables an investor to maintain the portfolio's ...

U.S. small caps struggled for the past two years as rising borrowing costs and pressure from higher interest rates challenged the asset class and stifled risk appetite. Since 2021, investors in beta ...

The performance impact of these deviations, even for broad-based benchmarks, is especially magnified in the often more volatile and less efficient mid-and small-cap universes. However, moving beyond ...

Rick Harper serves as the Chief Investment Officer, Fixed Income and Model Portfolios at WisdomTree Asset Management, where he oversees the firm’s suite of fixed income and currency exchange-traded ...

Following the launch of the WisdomTree 90/60 U.S. Balanced Fund (NTSX), Cliff Asness, co-founder of AQR Capital Management, commented on Twitter that although he had a “22-year head start” from a ...

Emerging markets (EM) have traditionally had higher interest rates than the U.S. While hedging can reduce risk, it also comes with a significant cost, diminishing the benefits a U.S. investor can reap ...

2023 is off to a cautious start, heralded by the International Monetary Fund (IMF).It has warned that the upcoming recession will likely leave the global economy fundamentally damaged—with a recession ...

U.S. equities don’t have a monopoly on acronyms. Before there was the Magnificent 7, it was the FAANGS. Europe has been consistently ignored by U.S. investors over the lack of its own basket of ...