View all WisdomTree insights in the Europe category.
Europe's equity story goes far beyond exports. Defense, healthcare, banking and infrastructure are all undergoing major structural shifts. Christopher Gannatti explains why these overlooked trends could make European equities worth a closer look through the lens of the WisdomTree Europe Quality Dividend Growth Fund (EUDG).
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European equities may be benefiting from more global tailwinds than investors realize, from AI infrastructure to resilient U.S. consumers and rising luxury demand in Asia. Christopher Gannatti explains why Europe's exporters may be better positioned than domestic economic headlines suggest.
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Geopolitical tensions and energy uncertainty are pushing European equities back into focus for global investors. Ayush Babel and Hyun Kang explain how a differentiated approach—combining shareholder yield, quality screening and geopolitical positioning—can help investors navigate this evolving landscape.
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Currency markets are being reshaped by diverging global policy paths, creating new, actionable opportunities for investors. Christopher Gannatti and Samuel Rines argue that currency should be treated as an active lever, using dynamic hedging across regions like Japan, Europe and commodity-linked markets to capture shifting macro advantages.
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The Supreme Court’s decision to strike down IEEPA tariffs removes a key earnings overhang that had been pressuring global equities. Samuel Rines and Christopher Gannatti analyze why this shift supports corporate margins, strengthens the case for international exposure and could reshape regional market leadership.
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Early results speak volumes. The WisdomTree European Opportunities Fund (OPPE) is delivering stronger returns by focusing on disciplined capital allocation and selective macro themes. Chris Gannatti breaks down the mechanics of a strategy designed to lead through volatility.
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After years on the sidelines, Europe is reclaiming its place as a policy powerhouse. Fiscal stimulus, defense investment and monetary easing are converging to create one of the most constructive European equity backdrops in decades. Chris Gannatti explores how investors can tap into Europe’s renewed growth story—where value, reform and resilience intersect.
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Europe’s defense reset is no longer a theory—it's steel, sensors and speed. Christopher Gannatti and Samuel Rines explain how Rheinmetall, HENSOLDT and RENK are anchoring Europe’s deterrence revival by rebuilding scale, resilience and readiness across NATO’s front line.
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Europe’s defense spending jumped 17% in 2024, but the real action may be in overlooked mid-cap tech firms building the digital backbone of modern warfare. Christopher Gannatti and Samuel Rines spotlight niche tech players fueling Europe’s military transformation and how the WisdomTree Europe Defense Fund (WDEF) captures the upside.
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European defense stocks pulled back in August, but there’s more to the story. Chris Gannatti and Sam Rines explain why the real headline is a once-in-a-generation rearmament push, not short-term price action.
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The S&P 500 is up, but so are concentration risks, valuation premiums and geopolitical blind spots. Christopher Gannatti and Jeremy Schwartz make the case for a 60/20/20 portfolio blending U.S. value, European policy tailwinds and Japan’s governance reboot as a smarter global equity blueprint for 2025.
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Europe’s military spend is compounding at 4.5% annually, outpacing GDP and signaling a structural defense rearmament. Christopher Gannatti and Samuel Rines highlight how Dassault and Leonardo are positioned as asymmetric winners in this shift, with tech-forward portfolios built for a new arsenal economy.
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