PLAT News and Press, WisdomTree Modern Tech Platforms Fund From 03/29/22

Most of the stocks we are adding now are prospering from the current inflationary environment that accelerated after Russia invaded Ukraine. As investors seek inflation hedges that can prosper from stagflation, stocks remain our best bet. Specifically, commodity-related companies - as...

Our view on U.S. large caps remains unchanged, but it was already negative due to stretched valuations and the interest rate sensitivity baked into that segment’s growth-oriented profile. High inflation, rising rates and slowing growth is a potentially poisonous mix for equity ...

Growthier segments of the market came under pressure as investors began prioritizing shorter duration, current profitability, and dividend income. The Russell 1000 makes up about 93% of the total U.S. market cap. This index can be broken down between the Russell 1000 Growth and Russel...

European stocks actually performed better than the NASDAQ last week so maybe it was positive developments in the Ukraine war that spurred the rally. The dollar index fell nearly 1% last week but is still in an uptrend across shorter time frames. What the market does on a week to w...

We believe value is likely to outperform growth over the coming years and threats to economic growth from inflation, rate hikes and geopolitical risks do not change our view. The global economy, led by the U.S., was growing rapidly as it reopened from the coronavirus pandemic. Yea...

Almost every commodity rose in prices last week, as did the dollar. Those two factors - rising dollar and rising commodity prices - mean the likelihood of recession in the coming year has risen significantly in just the last week. There was considerable volatility in stocks last week,...

Emerging Markets are outperforming the rest of the world, due in large part to windfall profits in the commodities-exporting countries of South America and the Middle East. If you want to follow the money, this is a good place to start. Money has been flowing out of tech, consumer dis...

Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies that have solid business fundamentals. Despite the recent outperformance, value stocks still trade at a near-record discount to growth peers. In any sector, ...

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

The price of government bonds, particularly those with shorter maturities have declined considerably over the past seven months. Growth rates and future earnings are inextricably connected. Value companies often command much lower price to earnings ratios. For further detail...