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THE WisdomTree BLOG

WisdomTree / Macro Alerts, Emerging Markets, Equity Income, Small Cap 10 Oct 2017

Emerging markets: alternative index strategies can outperform

WisdomTree

Investors looking to gain exposure to emerging markets often feel compelled to use an active manager. This is based on the belief that these markets are less efficient and there is greater potential for value added over time. At WisdomTree we have been managing equity assets that track our emerging market indices for over ten years. Our family of dividend-based indices can demonstrate a live track record of how structured, disciplined and rules-based strategies tied to smart index construction have added value over traditional market cap-weighted indices.

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Nick Leung / Macro Alerts, Equity Income, Europe / Eurozone, FX / Currency Hedging 10 Aug 2017

Positioning defensively in Europe with yield premium intact and more sustainable dividends

Nick Leung

Part one of our European index rebalance articles highlighted an investment case for our Eurozone Quality Dividend Growth and Europe Small Cap Dividend strategies. In part two we now explore the valuation, style and country/sector opportunities for WisdomTree's Equity Income and Export-Tilted strategies.

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Nick Leung / Macro Alerts, Europe / Eurozone, Small Cap, Equity Income 27 Jul 2017

2017 European rebalance: Bullish bets in small cap dividend payers and quality dividend growers

Nick Leung

WisdomTree’s European equity ETF strategies1 rebalanced in June. Emerging from the rebalance are stronger fundamentals against discounted valuations, which preserve the attractive yield and growth proposition of broad and small-cap dividends payers in Europe. Together, these diverse styles and strategies may allow investors to fine-tune their European exposure just as France’s pro-growth, pro-EU reform agenda reawakens investor appetite for the region.

 

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Nick Leung / Macro Alerts, Equity Income 28 Mar 2017

What Article 50 triggers: Domestic demand uncertainty New risks for Sterling assets, better opportunities for dividend stocks

Nick Leung

This blog is part of a series of blogs covering this year’s European geopolitical risks. Click here to view our 2017 European geopolitical risks infographic, highlighting this years’ key events to watch out for.

Theresa May will soon begin Brexit negotiations with a long list of demands in her hands. Her priorities include the creation of a new trade deal, retaking control over immigration and restoring British law-making sovereignty. But while the government remains hopeful for a favourable deal, UK domestic assets remain most at risk from the macroeconomic uncertainty lurking ahead. More insulated from these risks are ironically, broad UK equity exposures—dividends in particular.

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Nizam Hamid / Macro Alerts, Europe / Eurozone, Equity Income 09 Dec 2016

The Euro is falling – Here’s our view on how to benefit

Nizam Hamid
First it was the US Election. Then it was yesterday’s ECB announcement which caused another dip in EUR vs USD. At the time of writing, the markets seem to be digesting the news and the Euro is recovering, but in reality, we believe this has only served to accelerate a trend that has been apparent from our point of view for most of the year. The Euro’s recent peak versus the USD was in early May when it was trading at over €1.15[1] to the USD, while it’s now trading at around €1.061, a fall of around 8%. The prospects for the Euro are also shrouded in political risk uncertainty with the Italian referendum result and upcoming elections in France and Germany in 2017.
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Nick Leung / Macro Alerts, Equities, Equity Income 24 Aug 2016

Dislocation Dislocation Dislocation BoE Stimulus Elevates Yield Premium for UK Dividend Payers

Nick Leung
Thanks to the BoE stimulus, UK bond markets now offer near zero yields, breaching sub-zero levels on an inflation-adjusted basis. With the Brexit-induced devaluation of the sterling expected to raise the UK’s import bill and feed inflationary pressures further down the road, the premium that bond investors are paying over equities may start to look excessive.
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Viktor Nossek

Director of Research

Viktor, who has over 14 years’ experience in research, joined the firm from Renaissance Asset Managers where he was Head of Research. Viktor provides macro research on various themes covering equities, commodities and fixed income. His research for WisdomTree in Europe offers investment strategies for the current range of Smart Beta UCITS ETFs as well as the Boost range of short and leveraged Exchange Traded Notes. Viktor has previously worked as a Research Analyst at BlackRock and Thomson Financial. He started his career as an Equity Strategist at Commerzbank, after he completed a Masters in Economics from Maastricht University, in the Netherlands.

Nizam Hamid

ETF Strategist

Nizam Hamid is an ETF Strategist for WisdomTree in Europe and has extensive experience in the European ETF market. Prior to this he was at C8 Investments, a systematic hedge fund, focusing on business development and quantitative strategies, before that he was a consultant at FTSE. From 2010 to 2012, he was Head of ETF Strategy and Deputy Head of Lyxor ETFs, at the time Europe’s second largest ETF issuer. Before joining Lyxor he was Head of Sales Strategy for the Europe and the Middle East at iShares in London. Prior to that, he was Global Head of ETFs, Portfolio and Index Strategy at Deutsche Bank from 1998 to 2008. He has also worked as a quantitative analyst in London and Tokyo for UBS, BZW and Bankers Trust / NatWest Markets. He holds a Degree in Economics from the University of Liverpool.

Nick Leung

Research Analyst

Nick Leung is a Research Analyst for WisdomTree in Europe. He is responsible for macroeconomic commentary and analysis, formulating investment strategies and trade ideas, as well as the maintenance of research collateral. Prior to joining in 2015, Nick was at Source, having completed his Master’s Degree at Imperial College London. During this time he was also involved in an ice-cream entrepreneurship project with Unilever. Nick holds a BA in Economics from the University of Nottingham.

Jose Poncela

Head of ETNs

Jose is Head of ETNs for WisdomTree in Europe and is responsible for managing WisdomTree’s Boost ETP platform and products. Prior to joining Boost/WisdomTree as a founding employee in 2012, Jose held positions as a structurer of strategic equity transactions at UBS and Nomura and qualified as an attorney working for a major US law firm. He holds an MBA from London Business School, Master in Laws from Fordham University in New York and legal and business degrees from Spanish universities.

Jason Guthrie

Director of Capital Markets

Jason Guthrie is Director of Capital Markets for WisdomTree in Europe. Guthrie is responsible for ensuring smooth trade execution across WisdomTree’s UCITS ETFs and Boost ETPs throughout Europe, Israel and Latin America. Prior to joining WisdomTree, Guthrie worked at Deutsche Bank within its ETF Capital Markets group. Before Deutsche Bank, he worked at Macquarie Bank as an Investment Executive based in Sydney, Australia. Jason holds a Bachelor of Commerce (Finance) from Macquarie University in Sydney.

Jesper Koll

WisdomTree's Head of Japan

Jesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.

Vania Pang

Capital Markets and Investment Solutions, Index and Quantitative Investment, ICBC Credit Suisse Asset Management (International) Company Limited

Ms. Pang is responsible for Capital Markets and Investment Solutions functions of the Index and Quantitative Investment department at the ICBC Credit Suisse Asset Management (International) Company Limited. From 2012 to 2016, Ms. Pang was the Vice President of Corporate Strategy and Development, Asia Coal Limited, where she led the strategic mergers and acquisitions, capital raising and investor relations management. Prior to that, she was the Associate Director, Business Development of Crown One Asset Management Company Limited, responsible for sales and marketing of fund products. Between 2007 and 2008, Ms. Pang was Assistant Manager, Public Distribution Hong Kong (Equity Derivatives and Private Investor Product Sales) of RBS, handling sales and marketing of listed equity derivatives products. Before joining RBS, she was an anchor and reporter with the Cable TV and Hong Kong Economic Journal.

Ms. Pang holds a M.Sc. in Development Finance from The University of Manchester, a M.A. in Journalism and a B.A. in Business Administration from The Chinese University of Hong Kong. 

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