Loading…
Loading…
ETFs expanded their market share in recent years by bringing mutual and hedge fund strategies to a wider variety of investors. Taking strategies previously locked behind high entry fees and significant management fees, ETFs work to broaden the investing playing field.
Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.
By Alejandro Saltiel, CFA Head of Indexes, U.S. and Ayush Babel Global Associate Director, Quantitative Research Most managed futures strategies aim to generate returns by employing leverage and having a high degree of concentration in individual contracts and asset classes.
Most managed futures strategies aim to generate returns by employing leverage and having a high degree of concentration in individual contracts and asset classes. The WisdomTree Managed Futures Strategy Fund is diversified across asset classes, does not use leverage, and aims to deliver lower volatility and improved risk-adjusted returns.
Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an environment of elevated inflation and interest rates, advisors and investors increasingly turned to alternatives to diversify their portfolios.
Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.
In an environment of pronounced volatility and less-than-certain equity and bond performance in the last few years, investors are leaning toward more complex strategies such as alternatives. Managed futures are one such strategy, equally complex and alluring for the strong diversification they can bring to portfolios.
The WisdomTree Managed Futures Strategy Fund (WTMF ETF) is an actively managed ETF aiming to achieve positive returns in various market conditions. The fund utilizes a quantitative, rules-based strategy to capture trends in equity, commodity, currency, and U.S. treasury futures, and may invest up to 5% in bitcoin futures. While the WTMF ETF has returned an impressive 9.6% YTD, its historical performance suggests it may not offer diversification benefits that investors expect from managed futures funds.