VIRTUAL EVENTS
Aligning Your Exposures to the Evolving Landscape
With a changing rate environment and a host of shifting policy decisions in Washington and at the Fed, investors need to understand what macro-insights can guide them to making the best possible decisions. Join the thought leaders at WisdomTree for a robust look at the market and unpack the insights that can help you position your portfolio for success.
SUMMARY
Topics will include:
- What the new rate environment means for active and passive fixed income strategies.
- A deep dive into how to align equity exposures in today’s evolving market landscape.
- A look at policy shifts in Washington and from the Fed that could impact the market.
SPEAKERS
Kevin Flanagan
Head of Fixed Income StrategyWisdomTree
Jeff Weniger, CFA
Head of Equity StrategyWisdomTree
Samuel Rines
Macro Strategist of Model PortfoliosWisdomTree
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
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Important Disclosures
Investors should carefully consider the investment objectives, risks,
charges and expenses of the Fund before investing. For a prospectus or,
if available, the summary prospectus containing this and other
important information about the fund, call 866.909.9473 or visit
WisdomTree.com/Investments. Read the prospectus or, if available, the
summary prospectus carefully before investing.
WisdomTree Floating Rate Treasury Fund (USFR) There are risks associated with
investing, including possible loss of principal. Securities with floating rates
can be less sensitive to interest rate changes than securities with fixed
interest rates, but may decline in value. Fixed income securities will
normally decline in value as interest rates rise. The value of an investment
in the Fund may change quickly and without warning in response to issuer
or counterparty defaults and changes in the credit ratings of the Fund’s
portfolio investments. Due to the investment strategy of this Fund it may
make higher capital gain distributions than other ETFs. Please read the
Fund’s prospectus for specific details regarding the Fund’s risk profile.
WisdomTree Bianco Total Return Fund (WTBN) There are risks associated with
investing, including possible loss of principal. Fixed income investments
are subject to interest rate risk; their value will normally decline as
interest rates rise. Fixed income investments are also subject to credit
risk, the risk that the issuer of a bond will fail to pay interest and principal
in a timely manner, or that negative perceptions of the issuer’s ability to
make such payments will cause the price of that bond to decline. While
the Fund attempts to limit credit and counterparty exposure, the value of
an investment in the Fund may change quickly and without warning in
response to issuer or counterparty defaults and changes in the credit
ratings of the Fund’s portfolio investments. The Fund invests in the
securities included in, or representative of, its Index regardless of their
investment merit, and the Fund does not attempt to outperform its Index
or take defensive positions in declining markets. Please read the Fund’s
prospectus for specific details regarding the Fund’s risk profile.
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) There are risks
associated with investing, including possible loss of principal. Fixed
income investments are subject to interest rate risk; their value will
normally decline as interest rates rise. Fixed income investments are also
subject to credit risk, the risk that the issuer of a bond will fail to pay
interest and principal in a timely manner, or that negative perceptions of
the issuer’s ability to make such payments will cause the price of that
bond to decline. Investing in mortgage- and asset-backed securities
involves interest rate, credit, valuation, extension and liquidity risks and
the risk that payments on the underlying assets are delayed, prepaid,
subordinated or defaulted on. Due to the investment strategy of the
Fund, it may make higher capital gain distributions than other ETFs. Please
read the Fund’s prospectus for specific details regarding the Fund’s risk
Profile.
WisdomTree India Earnings Fund (EPI) There are risks associated with investing,
including possible loss of principal. Foreign investing involves special risks,
such as risk of loss from currency fluctuation or political or economic
uncertainty. This Fund focuses its investments in India, thereby increasing
the impact of events and developments associated with the region which
can adversely affect performance. Investments in emerging, offshore or
frontier markets such as India are generally less liquid and less efficient
than investments in developed markets and are subject to additional risks,
such as risks of adverse governmental regulation and intervention or
political developments. As this Fund has a high concentration in some
sectors, the Fund can be adversely affected by changes in those sectors.
Due to the investment strategy of this Fund it may make higher capital
gain distributions than other ETFs. Please read the Fund’s prospectus for
specific details regarding the Fund’s risk profile.
There are risks associated with investing, including possible loss of
Principal.
Kevin Flanagan and Jeff Weniger are registered representatives of
Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC.
Foreside Fund Services, LLC is not affiliated with the other entities
mentioned.