THE WisdomTree BLOG
The $1 trillion Norwegian sovereign wealth fund is diversifying out of oil. Jeff Weniger explains why Canadian investors need to pay attention.
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.
ETFs are built on a backbone of transparency, while mutual funds are opaque in nature. And although mutual funds trade at NAV, it doesn’t mean the execution cost is free. Bryan Moore explains.
When your starting point is a 1.4% dividend yield, as is the case with the S&P 500 Growth Index, the group of stocks that makes up the basket had better have long-term dividend growth that performs like Seabiscuit, the super horse. No tripping out of the gate or getting bumped in the stretch. Everything must go perfectly.
At the risk of making a 34-year-old pop culture reference, growth stock fundamentals recall the question first posed by Wendy’s: “Where’s the beef?” As was the case in 1984, when war was declared on McDonald’s and Burger King, there appears to be a lot of “bun” in the U.S. growth stock story, but not a lot of “meat” in their valuations.