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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
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
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
Europe’s road to readiness 2030
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Aneeka Gupta
Aneeka Gupta

Europe’s road to readiness 2030

Europe’s defence sector is entering a phase of structural, long-term investment backed by the European Union, North Atlantic Treaty Organisation (NATO) and national commitments. This shift supports spending visibility, industrial consolidation and cross-border collaboration. Companies with niche capabilities are well positioned to capture this opportunity.

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EU DefenceEquitiesEurope / Eurozone
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