This past week, T. Rowe Price Multi-Asset Portfolio Manager Sean McWilliams joined VettaFi’s Alternatives Symposium to talk about the growing hedged equity ETF category. The category, offering a variety of hedged and buffer-type strategies, has seen a spike in interest in recent years....
This article looks at the 10-year Treasury yield’s historical trends since 1962, exploring its relationship with key economic indicators like the Fed Funds Rate (FFR), inflation, and the S&P 500. The 10-year Treasury yield has experienced dramatic fluctuations, ranging from a peak of...
What You’ll Learn This article examines how financial advisors have emerged as the leading holders of U.S. spot Bitcoin ETFs, overtaking hedge funds for the first time in history. You’ll learn what recent SEC 13F filings reveal about the scale and intent of...
By Ryan Krystopowicz, CFA, Director of Client Solutions Key Takeaways As markets grow more volatile and clients demand greater personalization, advisors are turning to customizable model portfolios like WisdomTree’s Shared CIO service to scale efficiently without sacrificing control. The Shared CIO platform combines...
Last week, I sent out the July issue of Yield Shark with my latest stock recommendation. It’s a speculative play on a demographic trend I’ve been following for a few years. But, while the files were working their way through production, something unfortunate happened—the shares...
By Coulter Regal, CFA, Product Manager Private markets have surged to $15T, but access remains complex. We explore two ways to gain exposure to private credit and asset managers without traditional hurdles. Key Takeaways Private market growth has quadrupled in the last ten years...