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What's Hot: The geopolitical turning point for Europe and Japan
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Aneeka Gupta
Aneeka Gupta

What's Hot: The geopolitical turning point for Europe and Japan

The Iran-US MOU marks a turning point for European and Japanese equities. With geopolitical risk unwinding, economic surprise indices improving, ECB policy easing, and Germany's defence spending accelerating, Europe's re-rating is underway. Japan benefits from AI supply chain breadth, the Bank of Japan's gradual policy normalisation, the resumption of trade following Middle East disruptions, and energy cost relief. WisdomTree offers compelling, cost-effective access to both opportunities.

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EquitiesEurope / EurozoneJapanUS
Renewable energy is catching a second wind
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Mobeen Tahir
Mobeen Tahir

Renewable energy is catching a second wind

Back in 1973, an oil shock changed the way the world thought about energy. More than fifty years later, geopolitical tensions, rising electricity demand from artificial intelligence (AI) and record renewable energy deployment are once again putting the sector in the spotlight. This blog explores why renewable energy is catching a second wind, how China is driving much of the growth, and why some emerging technologies may finally have found their moment. Investors, it seems, are keen to make hay while the sun is shining.

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Energy TransitionMegatrendsEquities
What’s Hot – Rules Over Headlines: A Different Approach to Growth Investing
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Ayush Babel
Ayush Babel

What’s Hot – Rules Over Headlines: A Different Approach to Growth Investing

Rules and methodologies should consistently and transparently reflect the investment goal of their index. With the recent focus on SpaceX IPO, this principle is being rediscovered by investors. The WisdomTree US Quality Growth UCITS Index offers a consistent way to invest in US Growth. Discover how its focus on profitability and growth creates a differentiated portfolio and has outperformed major growth benchmarks since inception.

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EquitiesQuality
Why traditional value investing may be due for an update
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Ayush Babel
Ayush Babel

Why traditional value investing may be due for an update

European equities continue to offer attractive value opportunities, but not all value strategies are built equally. This blog explores how the WisdomTree Europe Value UCITS ETF uses shareholder yield, Quality and Momentum screens to deliver stronger downside resilience, avoid traditional value pitfalls and outperform peers during recent market volatility.

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EquitiesValueEurope / Eurozone
Looking back at equity factors in Q1 2026 with WisdomTree
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Pierre Debru
Pierre Debru

Looking back at equity factors in Q1 2026 with WisdomTree

Q1 2026 tested equity markets as geopolitical shocks, higher energy prices and fading rate-cut hopes unsettled sentiment. Yet beneath the volatility, factor leadership stayed clear: Value led across regions, High Dividend and Minimum Volatility (Min Vol) gained momentum, and Growth lagged sharply. In this blog, we examine what this shift says about positioning for the rest of 2026.

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EquitiesQualityHigh DividendValue
Rolls-Royce, Safran, and Airbus at the centre of Europe’s defence tech future
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Samuel Rines
Aneeka Gupta
Samuel Rines, Aneeka Gupta

Rolls-Royce, Safran, and Airbus at the centre of Europe’s defence tech future

Europe’s defence spend is moving from buying platforms to funding enabling technologies. Rolls-Royce anchors sovereign power and next-generation propulsion, Safran supports the shift toward inertial navigation secure timing and modern sensors. Airbus integrates multi-domain ‘system-of-systems’ architectures. Together they sit at key bottlenecks likely to see repeat procurement and upgrades.

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EquitiesEurope / EurozoneUS
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