THE WisdomTree BLOG
Few topics generate as much debate as share repurchases. While buyback skeptics often paint share repurchase programs with a negative brush, we have found that shareholder yield has been among the best measures of relative value over the past ten years.
The Japanese markets are trading near their lowest valuation levels in the last 30 years, with increased profitability and better returns on capital and improving profit margins. Yet investors aren’t interested. Here is why we believe Japan is an underowned value opportunity.
The FAANGs could keep growing until they take over the universe. However, if they don’t, there is plenty of precedent for seemingly unstoppable stocks to fall from grace. WisdomTree’s TSX-listed U.S. equity ETFs are by and large avoiding the FAANGs. FAANG skeptics, seek “SEPTICS.”
For most investors, the FAANGs decision has for years rested on investment merit alone. But with the recent Facebook scandal, there is a creeping sensation that there is now more to the FAANG investing question than just investment prospects. Jeff Weniger investigates how much FAANG exposure is in our exchange-traded funds.