View all WisdomTree insights in the Geopolitical Opportunities category.
Japan’s equity opportunity spans shareholder payouts, corporate governance reform and investment in artificial intelligence and defense. Christopher Gannatti examines how the WisdomTree Japan Opportunities Fund (OPPJ) brings these themes together through four investment sleeves and dynamic currency hedging.
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A slower AI buildout could ease financing pressures on technology companies, while reduced trade uncertainty may support equities abroad. Sam Rines, Bradley Krom and Kevin Flanagan assess how the election could affect infrastructure spending, Treasury borrowing and portfolio positioning through 2028.
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Japan reached its defense spending target two years ahead of schedule, and new taxes and export reforms could support a longer-lasting defense industry cycle. Christopher Gannatti and Baoqi Zhu examine what these policy and market changes could mean for Japanese defense companies and Asia-Pacific defense investing.
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For years, “Europe” has been shorthand for underweight, but the data behind that story looks considerably shakier than it did just a few years ago. Chris Gannatti examines four persistent myths about European equities and how the WisdomTree European Opportunities Fund (OPPE) is positioned around what the data actually shows.
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Geopolitical disruption is reshaping defense, infrastructure, technology and global supply chains, and creating investment opportunities alongside the risks. Sam Rines, Kevin Flanagan & Alejandro Saltiel explore how investors can focus on the companies positioned to benefit from that response, including through WisdomTree’s Opportunity Suite.
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Japan’s momentum trade unwound with historic force in late July 2026, exposing the risk of narrow, AI-driven concentration. Chris Gannatti examines how the WisdomTree Japan Opportunities Fund (OPPJ)’s governance, shareholder yield and GeoAlpha sleeves are built for a broadening market.
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European defense spending is undergoing its biggest structural shift in decades, but not every defense ETF captures that trend the same way. Christopher Gannatti explains why index construction matters and compares market cap exposure with a thematic approach built around Europe's rearmament cycle.
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Asia's defense spending could climb from roughly $700 billion in 2026 to as much as $1.2 trillion by 2030. The bigger story is where that money is going. Christopher Gannatti explains why a shift toward capital-intensive defense spending could create a long runway for companies across Asia's defense supply chain.
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Political headlines dominated the NATO summit in Ankara, but the real story is Europe's accelerating defense buildout. Christopher Gannatti and Aneeka Gupta explain why the structural commitments, industrial consolidation and long-term spending plans could underpin a multi-year investment cycle.
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Asia's defense buildup is becoming an investment story as rising geopolitical tensions translate into long-term procurement and defense spending. Christopher Gannatti explains how the WisdomTree Asia Defense Fund (WDAF) provides exposure to companies powering the region's military modernization.
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Taiwan produces more than 90% of the world’s leading-edge chips, making it one of the most important geopolitical chokepoints in global markets. Christopher Gannatti and Samuel Rines explain why investors should think beyond defense stocks and focus instead on the “Strategic Processing Reserve” of compute, cybersecurity, rare earths and supply-chain resilience.
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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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