Active Management

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

The strong performance of large-cap stocks over the past decade has left the market exceptionally top-heavy. By some measures, stock market capitalization has never been more concentrated among a handful of large stocks as today.

Engaging up front with four key workstreams may smooth the process of adding a solution.

Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.

The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience.

Nothing is more fundamental to the current health of the economy than jobs creation and income growth.

Uncertainty with regard to interest rate policy warrants an active management strategy inherent in the Vanguard Short Duration Bond ETF.

Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.

Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.

Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.

The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.

Rough times are coming, yes, but I think we have at least 12 good months before the worst gets here. Let’s look at some of the reasons why things should be okay and then look at some of the potential problems.

Many people these days are on heightened alert for bubbles, and I’m often asked whether there’s a bubble surrounding the Standard & Poor’s 500 and the handful of stocks that have been leading it.

2024 certainly saw cap-weighted strategies outperform equally weighted alternatives, but that could very well change this year.

After another resilient year for the US economy, we look ahead to the new year.

US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.

Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.

In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.

As we turn the page on 2024 and look ahead into 2025, the key question on investors' minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025?

Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.

Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.

Three interconnected lessons from 2024 help shape our 2025 outlook.

2024 was about as good as it gets in the equity markets – with the BGEP up 31% and the broader market as a whole posting double digit gains. Underneath the surface, we believe that there are three main drivers of the year’s solid returns. We discuss them below in our market review and outlook.

Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.

Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.

European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.

Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.

The year ahead may present challenges as markets and the economy look to maintain momentum.

The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.

Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.

Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.

All portfolio managers practice a stock-picking discipline in which they make choices. Growth stock investors attempt to predict which companies will grow the most in the future and compare the growth they expect to what they have to pay to participate.

One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property.

Today’s video on the Materials Sector is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Materials Sector.

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and artificially suppressed interest rates.

We look back on six themes that defined another eventful year.

The S&P 500 Index posted its best month of the year in November, with a clear election result and a “no-surprise” Fed rate cut providing support.

Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.

We expect the playbook for emerging markets to be one of volatility at the start of the year, transitioning to growth and opportunity as U.S. trade policies and China stimulus plans become clearer.

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and sometimes very wrong.

If you happen to be a Bitcoin skeptic, you’re not alone. A recent Pew Research survey found that 63% of Americans are not confident in the reliability or safety of cryptocurrencies in general.

Index funds emerged in the early 1970s and were designed to match rather than beat the market. For decades, they were associated with the capitalization-weighted (CW) market indexes that defined their investment approach.

The Federal Reserve cut interest rates for the third time this year but signaled the path forward will likely be more gradual – and less certain – than previously forecast.

Today’s video on the Industrials Sector is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s.

We expect the opportunity set to widen for income investors in 2025, though less clarity around the second half requires a dynamic approach.

From start to finish, 2024 was a year of change, with a multitude of implications for investors.

In an actively managed portfolio, there’s no way to escape capital gains taxes altogether. But understanding the importance of tax efficiency is crucial to long-term success for investors and advisors.