INSIGHTS & STRATEGIES

WisdomTree Blog

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.

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New leadership at the European Central Bank is motivating a fresh look at the policy tools available for the central bank, and WisdomTree believes European markets will find support over the coming 12 to 18 months. What is the best exposure to Europe for more a bullish view?

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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.

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The euro appreciated more than 14% in 2017, and the strength and intensity of this move caught investors by surprise. One of the biggest effects of this move was that we saw many U.S. investors in ETFs shifting from hedged to unhedged European equity exposures. But forecasting currency can be tricky.

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Will this year’s strong performance in European equities continue in the year to come? While there are potential headwinds for the recovery, there is also an argument these risks are sufficiently priced in and this European rally is just getting underway.

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A confluence of factors is affecting the euro—from politics in the U.S. to monetary policy shifts that may occur later this year in the eurozone. This has caused a shift in the attention of investors, from a focus on currency-hedged strategies that have the goal of isolating the equity market returns alone to “double-decker” strategies that add currency risk on top of the equity returns.
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