WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund

AGGY tracks an index of USD-denominated investment-grade securities, divided into 20 subcomponents. Subcomponents are reweighted to achieve higher yield-to-worst.

WisdomTree Bloomberg Floating Rate Treasury Fund

The Federal Reserve's September interest rate cut and expectations of more to follow are renewing interest in bonds. But some advisors and investors may be concerned about the impact lower rates have on the income in fixed income.

2 Bonds ETFs Right for the Times

By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways Investors can use a barbell strategy aiming to balance short-term income opportunities and lock in yields with potential returns if long-term rate declines in an uncertain bond market. Shifting to a 60/40 blend of WisdomTree's Floating Rate Treasury Fund (USFR) and Yield Enhanced U.S.

Money in Motion: A Barbell for Rate Cuts

While interest rate cut expectations have seemingly been all over the map this year, there's emerging consensus that clarity will soon avail itself if/when the Federal Reserve lowers interest rates in September. Thus, there's also emerging sentiment that now is the appropriate time for investors to consider revisiting bonds or increasing established fixed income exposure.

AGGY Alluring, Appropriate Right Now

Data is indicating inflation and the U.S. economy are cooling. So speculation is intensifying that September will bring with it a much awaited interest rate cut by the Federal Reserve.

Assessing AGGY as Duration Could Be Back In Style

By Behnood Noei, CFA Director, Fixed Income Key Takeaways The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) outperformed the Bloomberg U.S. Aggregate Bond Index (Agg). AGGY has a higher duration than the Agg, which can benefit the strategy in environments where rates don't go materially higher from the current levels.

Build Your Core (Portfolio) the Right Way—Part 2

Higher-for-longer appears to be the path the Federal Reserve will pursue over the near term. So advisors and investors may want to consider some tried-and-true methods regarding accessing the bond market.

Back the Barbell With Floating Rate Notes

The Bloomberg U.S. Aggregate Bond Index is one of the most widely observed fixed income gauges in the world. And it serves as the benchmark for a variety of exchange traded funds and index funds.

A Better Way to Consider Aggregate Bond Exposure

WisdomTree Emerging Markets Local Debt Fund

By Behnood Noei, CFA Associate Director, Fixed Income and Rick Harper Chief Investment Officer, Fixed Income and Model Portfolios As many readers of this piece would likely agree, returning from year-end holidays and preparing for another year of market volatility, monetary/fiscal/geopolitical challenges and the added bonus of U.S. presidential elections requires significant mental preparation.

And the Award Goes to

iShares MSCI All Country Asia ex Japan ETF

SmartETFs Asia Pacific Dividend Builder ETF

iShares Core U.S. Aggregate Bond ETF

iShares Asia 50 ETF

ARK Innovation ETF

Global X FTSE Southeast Asia ETF

Avantis Core Fixed Income ETF

Avantis U.S. Small Cap Value ETF

JPMorgan BetaBuilders Developed Asia EX-Japan ETF

JPMorgan BetaBuilders Europe ETF

Vanguard Intermediate-Term Bond ETF

Vanguard Total Bond Market ETF

FlexShares Core Select Bond Fund

PIMCO Active Bond ETF

iShares Yield Optimized Bond ETF

iShares CMBS ETF

Asian Growth CUBS ETF

Xtrackers MSCI Europe Hedged Equity ETF

Xtrackers MSCI Eurozone Hedged Equity ETF

WisdomTree Europe SmallCap Dividend Fund

iShares Asia/Pacific Dividend ETF

iShares ESG Aware US Aggregate Bond ETF

iShares MSCI Emerging Markets Asia ETF

Global ETF Market Facts: 3 Things To Know From Q2 2023

Hear that? That's the sound of numerous advisors and investors looking around for a sign in fixed income investing. Fed Chair Jerome Powell appears intent on convincing markets that, yes, we could be in for more rate hikes.

Eye the Barbell Strategy in Fixed Income Investing

WisdomTree China ex-State-Owned Enterprises Fund

WisdomTree India Earnings Fund

As markets began to digest earnings Tuesday, three different WisdomTree ETFs signaled a buy throughout the course of the day across different sectors. With strategies in foreign equities and fixed income popular, the trio may be benefitting from notable momentum away from expensive U.S. equities and towards areas betters suited for a recessionary environment.

3 WisdomTree ETFs At or Near This Key Buy Signal

WisdomTree Interest Rate Hedged High Yield Bond Fund

Institutional investor worried about the looming wrath of the Fed? You're not alone — a survey of U.S. institutional investors conducted by CoreData Research recently found that 50 percent of institutionals are worried that higher rates may lead to significant withdrawals of major sources of liquidity.

3 Fixed Income ETFs for Institutionals Worried by Rates

2022 threw markets for a whirl, that's for sure, but don't discount the potential for uncertainty and volatility in 2023, either.

Look to Yields in Sector Rotation Bond ETF AGGY

At the Bloomberg ETFs in Depth – The Next Wave of Innovation conference, Bondbloxx CEO & Founder Leland Clemons appeared along with Fidelity's Greg Friedman, WisdomTree's Rick Harper, and Bloomberg's Nick Gendron to discuss Fixed Income ETFs 4.0. “Fixed Income is a lot more interesting today than it was a year ago,” Gendron said.

Fixed Income 4.0

WisdomTree US High Yield Corporate Bond Fund

Investors still face many hurdles, but financial advisors can turn to model portfolio strategies to diversify their portfolios and navigate the challenging market environment.

How Financial Advisors Can Navigate the Markets Ahead

In the aftermath of October's CPI and PPI that reflected a small easing of inflationary gains and pressures for the month, money has moved back into core bond allocations in the last week and the WisdomTree Yield Enhanced U.S.

As Investors Return to Core Bond Allocations, Consider AGGY

The next meeting of the Federal Reserve will be held mid-week next week, with all indicators pointing to another 0.50% interest rate increase. In an environment of rising rates where equities and bonds have both proven fairly problematic in their performance, focus within bonds has turned to whether the U.S. Treasury yield has peaked or [.

Why the Barbell Strategy Works Out Duration Concerns

'USBF' aims to apply smart beta to the bond markets.

iShares Launches Bond Factor ETF

Fieldstone UVA Unconstrained Medium-Term Fixed Income ETF

Franklin Liberty U.S. Core Bond ETF

iShares Government/Credit Bond ETF

Hartford Schroders Tax-Aware Bond ETF

JPMorgan U.S. Aggregate Bond ETF

Janus Henderson Sustainable & Impact Core Bond ETF

Nuveen Enhanced Yield U.S. Aggregate Bond ETF

NuShares ESG U.S. Aggregate Bond ETF

PGIM Active Aggregate Bond ETF

Invesco PureBeta US Aggregate Bond ETF

Schwab US Aggregate Bond ETF

SPDR Portfolio Aggregate Bond ETF

T Rowe Price QM US Bond ETF

USAA Core Intermediate-Term Bond ETF

Investors continued to plow money into taxable (+$32.0 billion) and tax-exempt (+$4.8 billion) bond funds (including ETFs) for the month of September. For the month, the average taxable and tax-exempt fixed income mutual fund posted a 0.48% and 0.75% decline, respectively, for September and are up 0.50% and 1.27% so far this year.

Despite Inflationary Concerns, Investors Favor Fixed Income Funds In September

WisdomTree Barclays Yield Enhanced U.S. Short-Term Aggregate Bond Fund

By Kevin Flanagan, Head of Fixed Income Strategy Anyone looking for a fresh perspective from Federal Reserve (Fed) Chairman Jerome Powell last week was sorely disappointed. During his semiannual monetary policy testimony to Congress, Powell essentially reiterated his stance that, yes, the economy is in a solid recovery, but no, the recent spike in inflation is only “transitory.

Aligning the Stars in Fixed Income

Watch enough media and congressional appearances by Federal Reserve Chairman Jerome Powell and you couldn't be blamed for thinking each of those events sounds identical. At least Powell is consistent.

Still Frustrated by the Fed's Fixed Income Messaging?

WisdomTree Continuous Commodity Index Fund

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

Endowment-style investing, popularized by the late David Swensen of Yale University, was once reserved for endowments, but thanks to Swensen's stellar long-term track record, more money managers are looking to duplicate these endowment strategies. More investors seem to be receptive to the idea too, but for advisors, building endowment-style portfolios from scratch is difficult.

Model Portfolios Open Endowment Investing to a Wider Audience

When advisors evaluate model portfolios, factors including cost, efficiency, and diversification often top their checklists. Durability and longevity could be joining that list.

Looking for Longevity? Consider This Model Portfolio

The Federal Open Market Committee's (FOMC) June meeting didn't result in an interest rate hike. That outcome was expected, but what caught some market participants by surprise is the dot plot indicating an increasing number of Federal Reserve members expect rate hikes to arrive in 2023.

Fed's Data Dependency Highlights Promise of This Model Portfolio

To say 2020 has been an eventful year for fixed income investors is an understatement, but advisors can get ahead of the game for 2021 with the right model portfolio. Enter WisdomTree's Fixed Income Model Portfolio, which features exposure to eight fixed income exchange traded funds.

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