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WisdomTree Insights
Part one of our European index rebalance articles highlighted an investment case for our Eurozone Quality Dividend Growth and Europe Small Cap Dividend strategies. In part two we now explore the valuation, style and country/sector opportunities for WisdomTree's Equity Income and Export-Tilted strategies.
WisdomTree’s European equity ETF strategies1 rebalanced in June. Emerging from the rebalance are stronger fundamentals against discounted valuations, which preserve the attractive yield and growth proposition of broad and small-cap dividends payers in Europe. Together, these diverse styles and strategies may allow investors to fine-tune their European exposure just as France’s pro-growth, pro-EU reform agenda reawakens investor appetite for the region.
Upbeat global growth has reawakened investor appetite for equities. Investors looking to increase equity exposure may consider broad global equity ETFs as a means to focus on boosting asset class exposure without directional bets on regions. As a style, quality, dividend-paying stocks may offer an additional layer of stability to investors who like equities as an income growth generator when bond yields and interest rates remain unusually subdued.
In the first round of the French elections on Sunday 23 April, Marine Le Pen, the candidate of the far-right National Front, won 21.7 percent of the vote, securing her place in the second round of the French presidential election. She’s facing Emmanuel Macron, the independent, who won the first round with 23.7% of the vote. In this article we outline how investors might consider positioning their portfolios around France’s second—and final—election on Sunday 7 May.