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View all WisdomTree insights in the International Equities category.

The Results Are in…Now on to 2028
Samuel Rines
Bradley Krom
Kevin Flanagan

The Results Are in…Now on to 2028

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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To Find More Technology and Growth in Developed Equities, Look Beyond Your Borders
Brian Manby, CFA

To Find More Technology and Growth in Developed Equities, Look Beyond Your Borders

Traditional developed international allocations can miss major companies supporting the global AI buildout because Taiwan and South Korea remain outside the MSCI EAFE universe. Brian Manby makes the case for broadening the developed market opportunity set and explains how the WisdomTree True Developed International Fund (DOL) applies that approach within a dividend-focused strategy.

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Japan’s Defense Sector Reaches an Inflection Point
Christopher Gannatti, CFA
Baoqi Zhu

Japan’s Defense Sector Reaches an Inflection Point

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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The Return of the De-Dollarization Theme? Winners and Losers in the $40 Trillion Debt Era
Jonathan Flynn

The Return of the De-Dollarization Theme? Winners and Losers in the $40 Trillion Debt Era

U.S. debt has surpassed $40 trillion as rising interest costs and long-term Treasury yields bring the de-dollarization theme back into focus. Jon Flynn examines how a weaker dollar, lower real rates and persistent inflation could reshape potential winners and losers across asset classes.

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Europe’s Reputation Problem: Four Myths the Market Keeps Repeating
Christopher Gannatti, CFA

Europe’s Reputation Problem: Four Myths the Market Keeps Repeating

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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Following the Capital through Geopolitical Change
Samuel Rines
Kevin Flanagan
Alejandro Saltiel, CFA

Following the Capital through Geopolitical Change

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 Second Half: Why the Post-AI-Rally Rotation May Favor OPPJ
Christopher Gannatti, CFA

Japan’s Second Half: Why the Post-AI-Rally Rotation May Favor OPPJ

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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Yen Intervention Buys Time, but the BOJ Holds the Key
Christopher Gannatti, CFA
Aneeka Gupta

Yen Intervention Buys Time, but the BOJ Holds the Key

Japan just deployed what may be the largest single-day currency intervention on record, and the U.S. helped foot the bill. Christopher Gannatti and Aneeka Gupta analyze why this move carries more weight than previous attempts, and why the Bank of Japan ultimately holds the key to a durable yen recovery.

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Two Ways to Access European Defense: Market Capitalization vs. Thematic Conviction
Christopher Gannatti, CFA

Two Ways to Access European Defense: Market Capitalization vs. Thematic Conviction

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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