This article was originally published on ETFTrends.com.
One of the persistent themes in the first half of 2026 has been international exposure. With potentially overstretched valuations in U.S mega-cap names and higher-for-longer inflation devaluing the U.S. dollar, more investors have been looking overseas for a greater opportunity set. At a recent TMX VettaFi Midyear Market Outlook Symposium, Cinthia Murphy, Director of Research at VettaFi, sat down with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree.
The firm was recently named ETF Provider of the Year by InvestmentNews, marking 20 years since the firm launched its first cohort of ETFs. Heading into the second half of 2026, international exposure was one of the investing themes discussed.
Japan is a high-conviction tactical play as global tech conglomerates build out its semiconductor supply chain to diversify away from Taiwan.
The WisdomTree ***** an Hedged Equity Fund (DXJ) avoids currency drag by stripping out yen exposure, while the WisdomTree ***** an Opportunities Fund (OPPJ) offers broad sector exposure across tech, industrials, and financials.
One of the persistent themes in the first half of 2026 has been international exposure. With potentially overstretched valuations in U.S mega-cap names and higher-for-longer inflation devaluing the U.S. dollar, more investors have been looking overseas for a greater opportunity set. At a recent TMX VettaFi Midyear Market Outlook Symposium, Cinthia Murphy, Director of Research at VettaFi, sat down with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree.
The firm was recently named ETF Provider of the Year by InvestmentNews, marking 20 years since the firm launched its first cohort of ETFs. Heading into the second half of 2026, international exposure was one of the investing themes discussed.
Japan is a high-conviction tactical play as global tech conglomerates build out its semiconductor supply chain to diversify away from Taiwan.
The WisdomTree ***** an Hedged Equity Fund (DXJ) avoids currency drag by stripping out yen exposure, while the WisdomTree ***** an Opportunities Fund (OPPJ) offers broad sector exposure across tech, industrials, and financials.
3 months ago
