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10.15 - 10.35

PRESENTATION

Outperforming With Quality Stocks With Value Tilt – An All-Weather Strategy

2023 has been ushered in with a rebound in pockets of equity underperformance from 2022. Signs of cooling inflation having a more benign impact on the global economy alongside the reopening of the Chinese economy have been the primary drivers of the speculative frenzy in equity markets. Volatility remains very elevated, and the IMF is warning of recessions across developed markets. High dividend, Quality stocks have weathered volatile markets in 2022 and can help investors navigate this challenging environment. In this presentation, we will illustrate how:

– Quality strategies can help build wealth over the long term whilst being defensive during economic downturns.
– High-Quality companies have higher pricing power allowing them to defend their margins by passing cost inflation to their customer
– High Dividend tilt helps in the current rate hike cycle by lowering implied duration
– Defensive factor, able to weather increased uncertainty

SPEAKER

Pierre Debru

Head of Quantitative Research
& Multi Asset Solutions, EuropeWISDOMTREE

Pierre heads the Quantitative Research & Multi Asset Solutions team in Europe for WisdomTree. Pierre joined the WisdomTree Research team in 2019 as a Director. Pierre focuses on cross-asset quantitative research, client portfolio solutions and Short and Leverage Investments. Prior to joining the company, Pierre worked in Investment Research for DWS and the XTrackers range for more than five years. During this period, he focused on Smart Beta Investments, Model Portfolio Construction and Thought Leadership. Pierre has more than 17 years’ experience in investments and structured asset management. He graduated from Ecole Central Paris and obtained a Master of Science in Mathematics applied to Finance.

CONTACT

Björn Sandberg

Director, Nordics Sales
+46 70 683 24 00
bsandberg@wisdomtree.com

FUND INFORMATION

WisdomTree Global Quality Dividend Growth UCITS ETF - USD Acc (GGRA)

ISIN: IE00BZ56SW52

Top 5 Holdings (%)

(as of 28th February 2023)

No Data Found

Geographic Breakdown (%)

(as of 28th February 2023)

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WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRA)

ISIN: IE00BZ56RG20

Top 5 Holdings (%)

(as of 28th February 2023)

No Data Found

Geographic Breakdown (%)

(as of 28th February 2023)

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WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc (EGRA)

ISIN: ISIN: IE00BZ56TQ67

Top 5 Holdings (%)

(as of 28th February 2023)

No Data Found

Geographic Breakdown (%)

(as of 28th February 2023)

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italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

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Private Debt

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Hedge Funds

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Infrastructure

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Real Estate

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Collectibles

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Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

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Eurozone Government

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EM Debt

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Investment Grade

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High Yield

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Inflation-linked

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Asset-backed Securities

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Convertible Bonds

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Green Bonds

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Money Market

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Italy

2023-2024 HISTORICAL FINDINGS
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Global

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Global EM

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European

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US

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Japan

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Asia ex Japan

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italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

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Private Debt

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Hedge Funds

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Infrastructure

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Real Estate

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Collectibles

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Italy

2022-2023 HISTORICAL FINDINGS
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U.S. Treasuries

No Data Found

Eurozone Government

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EM Debt

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Investment Grade

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High Yield

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Convertible Bonds

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Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

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Global EM

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European

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Portugal

2022-2023 HISTORICAL FINDINGS
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High Yield

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Investment Grade

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Convertible Bonds

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EM Debt

No Data Found

Eurozone Government

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Inflation-linked

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Asset-backed Securities

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US Treasuries

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Portugal

2022-2023 HISTORICAL FINDINGS
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Global

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Asia ex Japan

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US

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European

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Japan

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Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

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US

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Japan

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Asia ex Japan

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Domestic

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United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

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Asia ex Japan

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US

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European

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PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

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