WisdomTree, an exchange traded fund provider and asset manager, has expanded its rising rates ETF solution range by launching six new funds on the Nasdaq exchange.
The ETF’s include an active U.S. dollar fund and five fixed-income strategies to achieve specific durations in order to help manage interest rate risk.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The actively managed WisdomTree Bloomberg US Dollar Bullish Fund (USDU), with an expense ratio of 0.50%, will outperform the Bloomberg Dollar Spot Index through the use of short-term, investment grade instruments.
Luciano Siracusano, WisdomTree chief investment strategist, said: "We believe both trade flows and market liquidity define the value and role of the U.S. dollar in the global economy. By benchmarking our fund to Bloomberg’s Index, USDU provides investors with a tool to participate in an environment where the US dollar is rising relative to other currencies."
Rick Harper, WisdomTree’s head of currency and fixed income, said: "With interest rates at historic lows, the values of traditional fixed income portfolios may be vulnerable to losses should rates increase in the future. The WisdomTree Rising Rates ETFs allow fixed income investors to maintain traditional allocations while providing greater flexibility to manage interest rate risk."
Additionally, WisdomTree has launched the WisdomTree Japan Interest Rate Strategy Fund (JGBB), for investors to benefit if interest rates increase in Japan.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataJGBB, with an expense ratio of 0.50%, offers long exposure to U.S. Treasury Bills as well as Japanese Government Bonds (JGBs) that rise in value as Japanese interest rates rise.
"JGBB expands WisdomTree’s ‘Abenomics’ toolkit, it is designed to benefit from a weakening yen and rising interest rate environment in Japan," Harper added.
