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As US equity dominance faded in 2025, investors are turning to the rest of the world for opportunities. By extending our recognised Quality Dividend Growth range to Developed Markets ex-US, we provide investors with an innovative way to gain exposure to high-quality, dividend-growing companies outside of the US in a consistent and resilient way.
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As US equity dominance faded in 2025, investors are turning to the rest of the world for opportunities. By extending our recognised Quality Dividend Growth range to Developed Markets ex-US, we provide investors with an innovative way to gain exposure to high-quality, dividend-growing companies outside of the US in a consistent and resilient way.
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Looking back to Q2 2025, the Tariff truce, dollar slump and fresh rate cuts lit a Q2 rally with MSCI World gaining +11.5 %. Value-Size roared in Europe & Emerging Markets (EM) while Growth-Momentum led the US tech charge. Our factor review decodes the rotation, the small-cap revival and the tilts to watch for H2.
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Amid heightened macro uncertainty, Quality strategies offer investors a way to reduce downside risk and improve portfolio stability. WisdomTree’s systematic Quality approaches, in the form of Quality Dividend Growth and Quality Growth strategies, provide exposure to fundamentally strong companies with a track record of consistent performance.
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Trump’s Liberation Day tariffs sparked a global market selloff, triggering stagflation risks. While equities and commodities slumped, WisdomTree’s dividend and core ETFs proved resilient. Bitcoin’s calm response highlights its growing role as a strategic diversifier amid macro uncertainty.
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Amid rising economic uncertainty, investors are turning to high-dividend stocks for stability and income. Dividend-focused strategies have outperformed the S&P 500, driven by strength in value sectors like healthcare, financials, and consumer staples. With steady cash payouts and downside protection, high-quality dividend payers are emerging as a safe haven in volatile markets.
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Looking back at 2024, global equity markets exhibited both resilience amid challenges. US equities led, driven by robust earnings and supportive fiscal policies, while Europe and emerging markets continued to face political uncertainties. Growth stocks maintained dominance for a second year in a row, yet elevated valuations raised sustainability concerns. In WisdomTree's latest Quarterly Equity Factor Review we explore Q4's market dynamics and their implications for 2025.
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