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Income, Income, Income! | Model Portfolio Channel


By Scott Welch, CIMA ®, Chief Investment Officer – Model Portfolios
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional. Not all financial professionals have access to these Model Portfolios.
“Well, all I hear all day long at school is how great Marcia is at this or how wonderful Marcia did that…Marcia, Marcia, Marcia!”
(Eve Plumb as Jan Brady on “The Brady Bunch,” 1971)
We last looked at our income Model Portfolios in March. At that point in time, the 10-Year U.S. Treasury yield had finally reached the S&P 500 dividend yield for the first time in more than a year. Here we are, two to three months later, and every client or prospect we have is asking about generating risk-controlled yield in the current market environment. In response, we recently launched HYIN, our alternative credit ETF.

Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Jan-brady , Bradley-krom , Kara-marciscano , Scott-welch

Should We Be Singing the Inflation Blues?

This time we discuss a topic that seems to be top-of-mind for many economists, advisors and investors: inflation.

United-states , Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Moe-bandy , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Bradley-krom , Kara-marciscano

Take Notice: Reviewing Buffett's Japan Buys | Model Portfolio Channel


For a company the size of Berkshire Hathaway, with nearly $900 billion in assets, the $6 billion investment was relatively modest.
Perhaps because the amount is just a rounding error for Berkshire, the investment garnered little public attention. There was initial optimism from some—like one article from the Financial Times titled “Why Warren Buffett could lead other money managers into overlooked Japan”—but that attention has waned.
And equity flows from international money managers certainly haven’t followed Buffett’s lead. While there’s been a pickup in recent weeks, the cumulative ¥1.4 trillion (about $13 bn) pales in comparison to the nearly ¥16 trillion in investments made in 2013, the last year of significant foreign investor flows into Japan.

China , Japan , United-states , Japanese , Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Warren-buffett , Matt-wagner , Jeff-weniger , Rick-harper

Where in the World Are the Best Valuations? | Model Portfolio Channel


May 8, 2021
On Behind the Markets, a podcast brought to you by Jeremy Schwartz, WisdomTree Global Head of Research, we talk to market strategists, business executives and financial advisors about important trends underpinning the financial markets. 
In this episode, Jeremy talks to Sailesh Radha, co-founder and chief investment strategist of Borealis Global Advisory, and Drew Edwards, head of GMO’s Usonian Japan Equity team.
In the first half of the podcast, we spoke with Sailesh Radha. We covered the following range of topics:
Radha’s use of a “Smart CAPE” (cyclically adjusted price-to-earnings ratio) and real exchange rate model to rank and rotate equity investments among the most attractive countries.

Taiwan , Japan , New-zealand , United-kingdom , Singapore , Japanese , Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger

Why Netflix Isn't in WisdomTree's Growth Leaders Fund – and Hasn't Ever Been


Why Netflix Isn’t in WisdomTree’s Growth Leaders Fund – and Hasn’t Ever Been
By Jeremy Schwartz, CFA, Global Head of Research; Alex Moazed, CEO of Applico
FAANG is now FAMGA (Facebook, Apple, Microsoft, Google, Amazon). This is the message Applico has been communicating for the past couple years, dating back to Alex’s Fox Business interview in 2019. And since Netflix’s annual report was released this month, Netflix’s high-growth tech story has been debunked. Instead, Netflix is just a movie studio with better digital pipes than its competitors. And, unfortunately for Netflix, those pipes can be replicated.

Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Joe-rogan , Bradley-krom , Kara-marciscano , Christopher-gannatti

A Quarterly Economic and Market Outlook in 10 Charts or Less


A Quarterly Economic and Market Outlook in 10 Charts or Less
“I just dropped in to see what condition my condition was in”
(By Kenny Rogers & The First Edition, 1967)
When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise. We believe the five primary economic and market signals that may provide perspective on where we go from here are 
GDP Growth
Global growth is expected to accelerate over the course of 2021. The current Wall Street Journal Economic Forecast Survey calls for a U.S. Q1 GDP growth rate of 4.9% and a Q2 estimate of a whopping 7.0%. The Richmond Federal Reserve Bank is also calling for strong growth over the next 2–3 years.

China , Russia , Iran , Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Kenny-rogers

The Unsaid Truths of China Tech | Model Portfolio Channel

The Unsaid Truths of China Tech | Model Portfolio Channel
etftrends.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from etftrends.com Daily Mail and Mail on Sunday newspapers.

China , Chinese , Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger , Jack-ma , George-stigler , Rick-harper , Jonathan-steinberg

European Small Caps Are Revving Their Engines | Model Portfolio Channel

European Small Caps Are Revving Their Engines | Model Portfolio Channel
etftrends.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from etftrends.com Daily Mail and Mail on Sunday newspapers.

Germany , France , Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Aneeka-gupta , Bradley-krom

Shareholder Yield as a Value Factor in 2021 | Model Portfolio Channel

Shareholder Yield as a Value Factor in 2021 | Model Portfolio Channel
etftrends.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from etftrends.com Daily Mail and Mail on Sunday newspapers.

Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Warren-buffett , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Bradley-krom , Kara-marciscano , Christopher-gannatti

Value Stocks Appear Poised to Capitalize on Closing Economic Slack

Value Stocks Appear Poised to Capitalize on Closing Economic Slack
etftrends.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from etftrends.com Daily Mail and Mail on Sunday newspapers.

Ryan-krystopowicz , Kevin-flanagan , Tripp-zimmerman , Jianing-wu , Matt-wagner , Jeff-weniger , Rick-harper , Jonathan-steinberg , Bradley-krom , Kara-marciscano , Christopher-gannatti , Alejandro-saltiel