AIVL News and Press, WisdomTree U.S. AI Enhanced Value Fund From 05/31/22

MSCI U.S. Growth has underperformed its Value counterpart by 16% in the first 4 months of 2022 and had a tough end to 2021 as well. The fact that growth traps are more painful than value traps is, in one sense, not really a surprise. Value stocks are already companies that investors d...

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Arthur J. Gallagher & Co. still shows robust financial performance. Its fundamentals remain sound without any hint of overspending on acquisition. The recent trend of the stock price appears to be geared downwards. The company has adequate earnings to sustain dividend paym...

Warren Buffett’s stamp of approval for Citigroup is good for more than just the recent “bump." Citi is still down a double-digit percentage, in line with the market, despite its already depressed valuation. A “valuation trap” is buying an asset solely b...

Avangrid EPS of $1.16 per share beat estimates in Q1. Margins, though, have been on the wane. We go to the dividend to see if it can give us insights regarding the fundamentals of Avangrid. For further details see: Avangrid: Sustained Investment Looks Like It Will Bear F...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

Large-cap growth stocks outperformed small-cap value stocks by over 700 basis points (bps) annualized from 2012 to 2021. This stretch of whopping outperformance - a cumulative gain of 508% for large growth versus 211% for small value - stands in stark contrast to the findings of acade...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...

There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...