The “There Is No Alternative (TINA)” mantra is a refrain that says stocks should be bought because bond yields are so paltry. Now that rates are rising, is the recent embrace of value stocks here to stay? Jeff Weniger discusses.
Investors can be forgiven for taking their eyes off EUR/CAD lately, with all the urgent drama in Q4. But the euro may get restless. Jeff Weniger discusses the prospects for the euro versus the Canadian dollar in 2019.
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.”