There is a popular belief that the failure of European markets to keep pace with the U.S. over the past decade is caused by overweight positions to banks, which have struggled in the post-crisis environment, and the absence of firms comparable to the U.S. tech giants. Jeremy Schwartz examines this narrative and offers different strategies to include European equities in your portfolio.
Lately it has seemed easy to find reasons to avoid investing in European assets. Christopher Gannatti highlights three reasons why we believe the risks can create valuation opportunities in Europe.
An interesting aspect of the WisdomTree annual rebalance process is identifying trends in aggregate regional Dividend Stream of major markets. As we just rebalanced our developed world Indexes, including Europe, we wanted to provide some insight into how Europe’s dividends grew in the 12 months prior to the rebalance.
Recently, European markets have performed strongly, with many investors focusing on the economic recovery. It is becoming difficult to remember that a few short years ago there was widespread debate about whether the European Monetary Union (EMU) would continue to exist.