The recent spike in U.S. 30-Year bond yields reflects investor concerns over long-term debt sustainability and fiscal policy shifts. Rising 30-Year yields in other major economies like Germany and ...

For over a decade, the investing world was dominated by the gravitational pull of U.S. exceptionalism—a regime powered by world-leading tech innovation, expansive fiscal policy, a dollar-centric ...

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 ...

Is value dead? Or do the enthusiasts of the Russell index family and the Fama-French Factor Model need to re-evaluate price-to-book ratio (P/B) as the primary metric used in defining value stocks? The ...

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 ...

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 ...

In September 2022, we announced the effectiveness of WisdomTree’s first Digital Fund, the WisdomTree Short-Term Treasury Digital Fund (WTSYX).Today, we are excited to announce the effectiveness of our ...