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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
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
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
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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