DMRE News and Press, DeltaShares S&P EM 100 & Managed Risk ETF From 01/26/21

The Hong Kong Monetary Authority pegs the HKD to the USD at a range of 7.75-7.85. A rise in US yields threatens to disrupt this rigid currency peg. Hong Kong yields/rates would have to also rise as the HKMA buys HKD (reducing local HKD liquidity) and to prevent carry trade outflow...

Unwavering consensus expectations for a blowout EPS growth recovery this year have been a major force behind the recent equity bull run. As such, sentiment is likely to remain tightly tethered to the revision cycle in months ahead. So where do EPS growth forecasts stand now? ...

Shares in emerging markets led a broad rally in global shares last week, based on a set of exchange traded funds representing the major asset classes through Friday's close (Jan. 22). Vanguard FTSE Emerging Markets rallied 2.9% last week, marking the ETF's fourth consecutive weekly ad...

Our research indicates risky assets could continue to perform well as the economy transitions from a recovery to an expansionary regime. We believe the macro backdrop remains supportive for equity and credit premia, cyclical factors, and risk assets more broadly. We expect the EM ...

The cyclical rebound from 2020's stop-start pattern is likely to be vigorous and highly synchronized globally in 2021. Emerging markets are typically a levered play on global manufacturing growth. Following the initial lockdown, manufacturing growth rebounded strongly and remained res...

Emerging market equities cooked up a massive rally at the end of 2020, gaining 55% over the last nine months of the year and beating the S&P 500 Index by nearly 8%. Within many WisdomTree ETF Model Portfolios, the anchor position that captures this positive sentiment about EM is a...

Our K2 Advisors team is optimistic about the opportunity set in the year ahead and thinks that active management alpha will be key to success in 2021. Going forward, if economic growth, earnings and sentiment overreact to the upside in speed and magnitude, inflation will inevitably su...

We continue to closely monitor the pace of recovery in what we consider good quality companies that have corrected significantly beyond the limited near-term impact to their intrinsic value. East Asia remains well placed to lead global markets. China is expected to be alone in seeing ...

Based on our macro regime framework, we expect the global recovery to continue, with emerging markets (EM) to expand and grow above trend and developed markets to follow soon after as they approach trend growth. We expect the global recovery to continue and anticipate a supportive env...

The sector composition of the MSCI EM index is reminiscent of the S&P 500: Consumers, communication services and technology sectors feature heavily in both indices. Ultimately, we believe that EM has scope to continue to recover, narrowing the widened gap in valuation relative to ...