AIVL News and Press, WisdomTree U.S. AI Enhanced Value Fund From 03/01/23

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary We think value stocks can outperform as interest rates head higher. Regions and sectors help us find quality within value and growth at a reasonable price. Stocks slid after the Federal Reserve’s preferred inflation gauge showed persistently high inflation, reinforcing wh...

WisdomTree U.S. AI Enhanced Value Fund ( NYSEARCA: AIVL ) - $0.6383 . 30-Day SEC Yield of 2.29% as of Feb. 21. Payable Feb 27; for shareholders of record Feb 23; ex-div Feb 22. For further details see: WisdomTree U.S. AI Enhanced Value Fund declares monthly distribut...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary WisdomTree U.S. AI Enhanced Value Fund is a value ETF powered by a machine learning model. Data prior to 1/18/2022 come from an obsolete ticker and are irrelevant. The fund is well-diversified across sectors, but valuation and quality are average. The short price history...

Summary Not all value strategies are created equal, and some stocks are cheap for a reason. Over the last 25 years, from 1997 to 2022, the MSCI USA Quality Index delivered an 8.6% annual return. In our view, falling earnings estimates, slowing GDP growth and tighter monetary policy ...

Summary 2023 may be an inflection point for the equity markets. When we look at the valuations around the globe at the region or country level, everything looks really cheap. We believe the markets will stay volatile in 2023. By Melda Mergen, CFA, CAIA, Global Head of Eq...

Summary Amid the worst rout for US stocks in more than a decade, Value stocks showed impressive staying power, finishing in 2022 with far smaller losses than their Growth counterparts and the US market overall. Though Value’s outperformance versus Growth spanned most industries i...

Summary After three negative quarters, 2022 closed with a bang. Equities around the world delivered very strong returns in both October and November. In the fourth quarter of 2022, equity markets posted their first positive quarter of the year across regions. Looking forward to 2023...

Summary Avoiding growth last year paid enormous dividends, but I didn’t predict that growth stocks would fall in 2022, just that I couldn’t own them and fulfill our fiduciary duty. Near-term stock market performance is negatively correlated with economic growth. Commod...