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Voir toutes les analyses WisdomTree dans la catégorie Europe / zone Euro.

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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
European defence: strong fundamentals behind a soft market
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Aneeka Gupta
Aneeka Gupta

European defence: strong fundamentals behind a soft market

European defence equities have de-rated on sentiment, not fundamentals. Q1 2026 earnings were robust with most European defence primes confirming guidance, with book-to-bill ratios averaging 1.49x. Yet the sector trades at a 41% P/E discount to US peers, offering a materially improved entry point into the European rearmament cycle.

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EU DefenceMegatrendsEurope / Eurozone
Beyond market beta: two differentiated approaches to European equities
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Ayush Babel
Ayush Babel

Beyond market beta: two differentiated approaches to European equities

European equities are gaining attention as investors seek resilient exposure amid geopolitical uncertainty. WisdomTree offers two differentiated strategies: the Europe Equity Income UCITS ETF for sustainable high dividends and the Europe Value UCITS ETF targeting shareholder yield. Together, they provide a balanced approach combining consistent income with value-driven long-term growth potential.

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EquitiesHigh DividendValueEurope / Eurozone
Perspectives relatives aux actions : profiter des vents porteurs, tout en respectant les vents contraires
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Aneeka Gupta
Aneeka Gupta

Perspectives relatives aux actions : profiter des vents porteurs, tout en respectant les vents contraires

Globalement, 2026 ressemble à une année où le cycle reste porteur, mais où le marché devient moins indulgent. Une politique monétaire plus accommodante dans une grande partie du monde, des attentes de bénéfices résilientes et une demande nationale en amélioration dans certaines parties de l’Europe et du Japon soutiennent un scénario constructif. Dans un monde plus mercantiliste, les choix politiques et la géopolitique influencent de plus en plus directement la durabilité des bénéfices, les chaînes d’approvisionnement, le capex et les taux d’actualisation.

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Intelligence ArtificielleMarchés émergentsActionsEurope / zone EuroJaponÉtats-UnisMarket-Outlook
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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ActionsEurope / zone EuroÉtats-Unis
AT1 : un millésime d’exception pour un marché en phase de maturité
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Ayush Babel
Prof. Wim Schoutens
Ayush Babel, Prof. Wim Schoutens

AT1 : un millésime d’exception pour un marché en phase de maturité

Les AT1 se sont imposées comme une classe d’actifs structurante, caractérisée par sa résilience. Des volumes d’émission importants, une résistance lors d’événements perturbateurs, tels que le Jour de la libération, et des rendements attractifs avoisinant 6 % au pire renforcent l’attrait des CoCos pour les investisseurs en quête de revenus plus élevés et d’une diversification au sein de leur allocation obligataire.

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ObligationsEurope / zone Euro
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