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THE WisdomTree BLOG

Viktor Nossek / Macro Alerts, Short & Leverage, Fixed Income, Europe / Eurozone 12 Jun 2017

Europe’s “back to normal” leaves safe havens at risk: Should you hedge German Bunds?

Viktor Nossek

The European political uncertainty and risks posed to financial markets are—for now—over. A Liberals-led mainstream coalition in The Netherlands firmly aligned with Germany’s EU agenda and a pro-European President of France upending fringe/extreme sentiment preserves the status quo. Also, Germany’s election in September should be a non-event with Merkel leading in the polls and the Social Democrats headed by Martin Schulz as runner up. Italy is unlikely to have its election until 2018.

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Nick Leung / Macro Alerts, Europe / Eurozone 04 Apr 2017

Our thoughts on how to position around the first round of French elections

Nick Leung

The French Presidential election looks set to be a three-way contest between Marine Le Pen, Emmanuel Macron and Francois Fillon. One of these candidates will be eliminated following the first-round elections on Sunday 23 April, and we foresee three scenarios potentially unfolding.

This article outlines our view on each scenario and provides an asset allocation perspective on how investors might position tactically using short and leverage ETPs and strategically, through our smart beta ETF solutions.

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Viktor Nossek / Short & Leverage, Macro Alerts, Europe / Eurozone 30 Mar 2017

ECB tapering: positive for Italian banks

Viktor Nossek
The Eurozone’s deeply discounted banking sector—particularly Italy’s—offers investors a potential entry point as long-dated government debt comes under pressure and the yield curve steepening that this instigates has revived carry trade opportunities.
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WisdomTree / Europe / Eurozone, Macro Alerts 04 Jan 2017

Italian banks recovering. How can you trade the sector?

WisdomTree
Before the Italians went to the polls at the end of last year, it looked like the ‘no’ vote would fuel an irreversible financial crisis. The rejection of Renzi’s referendum was yet another blow to the EU and a sign of a rising populist sentiment gathering pace. The biggest threat however was undoubtedly Italy’s debt-laden banks – especially Banca Monte dei Paschi di Siena (MPS). 
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Nizam Hamid / Macro Alerts, Europe / Eurozone, Equity Income 09 Dec 2016

The Euro is falling – Here’s our view on how to benefit

Nizam Hamid
First it was the US Election. Then it was yesterday’s ECB announcement which caused another dip in EUR vs USD. At the time of writing, the markets seem to be digesting the news and the Euro is recovering, but in reality, we believe this has only served to accelerate a trend that has been apparent from our point of view for most of the year. The Euro’s recent peak versus the USD was in early May when it was trading at over €1.15[1] to the USD, while it’s now trading at around €1.061, a fall of around 8%. The prospects for the Euro are also shrouded in political risk uncertainty with the Italian referendum result and upcoming elections in France and Germany in 2017.
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Viktor Nossek / Macro Alerts, Europe / Eurozone 05 Dec 2016

Italy votes no. How are you positioned?

Viktor Nossek
Italy has spoken and now’s a good time to shift the spotlight onto your portfolio and ask yourself: how am I positioned? In our article, we outline our thoughts on positioning your portfolio for both the short-term and the long-term using Exchange Traded Products (UCITS ETFs and Exchange Traded Notes).
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Viktor Nossek / Macro Alerts, Europe / Eurozone 29 Nov 2016

A vote for sustained growth or more economic risk? The stakes are high for the Italian referendum

Viktor Nossek
The 4 December referendum on Italy’s constitutional reform will decide the long term growth trajectory of Italy’s economy. If the Italians vote yes, bills on labour to pensions to industrial policy will more easily be passed speeding up the ambitious reform agenda of current Prime Minister Renzi and future governments. Domestic-demand growth will be reinvigorated. If the Italians vote no, it is status quo for the economy: moribund growth, weighed down by a slow-responding and ineffective government; high unemployment; and high debt, inciting populist rhetoric. Eurosceptic leadership will threaten the European project, with opportunities for anti-establishment parties to form a new government.
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WisdomTree / Macro Alerts, Europe / Eurozone 25 Oct 2016

Where Is Earnings Growth in the Eurozone?

WisdomTree
There are several reasons to be optimistic about the prospects for Eurozone equity markets: market multiples are low, bond yields are low (and even negative out to 10-year maturities in Germany) and earnings trends are looking more positive.
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Viktor Nossek / Macro Alerts, Europe / Eurozone, Small Cap 18 Oct 2016

Macro Outlook for Europe: Structurally-Led, Europe’s Domestic Growth Presents an Opportunity For Small-Caps in 2017

Viktor Nossek
Europe’s investment case is underpinned by a structurally-led – and not a cyclically-led economic recovery. We anticipate growth to pick up over the course of the next 12 months, propelled by consumer spending mainly in the Eurozone and the UK, along with a modest pickup in investment spending. Net exports and government spending will work as stabilisers but not drivers for growth.
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Nizam Hamid

ETF Strategist

Nizam Hamid is an ETF Strategist for WisdomTree in Europe and has extensive experience in the European ETF market. Prior to this he was at C8 Investments, a systematic hedge fund, focusing on business development and quantitative strategies, before that he was a consultant at FTSE. From 2010 to 2012, he was Head of ETF Strategy and Deputy Head of Lyxor ETFs, at the time Europe’s second largest ETF issuer. Before joining Lyxor he was Head of Sales Strategy for the Europe and the Middle East at iShares in London. Prior to that, he was Global Head of ETFs, Portfolio and Index Strategy at Deutsche Bank from 1998 to 2008. He has also worked as a quantitative analyst in London and Tokyo for UBS, BZW and Bankers Trust / NatWest Markets. He holds a Degree in Economics from the University of Liverpool.

Viktor Nossek

Director of Research

Viktor, who has over 14 years’ experience in research, joined the firm from Renaissance Asset Managers where he was Head of Research. Viktor provides macro research on various themes covering equities, commodities and fixed income. His research for WisdomTree in Europe offers investment strategies for the current range of Smart Beta UCITS ETFs as well as the Boost range of short and leveraged Exchange Traded Notes. Viktor has previously worked as a Research Analyst at BlackRock and Thomson Financial. He started his career as an Equity Strategist at Commerzbank, after he completed a Masters in Economics from Maastricht University, in the Netherlands.

Nick Leung

Research Analyst

Nick Leung is a Research Analyst for WisdomTree in Europe. He is responsible for macroeconomic commentary and analysis, formulating investment strategies and trade ideas, as well as the maintenance of research collateral. Prior to joining in 2015, Nick was at Source, having completed his Master’s Degree at Imperial College London. During this time he was also involved in an ice-cream entrepreneurship project with Unilever. Nick holds a BA in Economics from the University of Nottingham.

Jesper Koll

WisdomTree's Head of Japan

Jesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.

Vania Pang

Capital Markets and Investment Solutions, Index and Quantitative Investment, ICBC Credit Suisse Asset Management (International) Company Limited

Ms. Pang is responsible for Capital Markets and Investment Solutions functions of the Index and Quantitative Investment department at the ICBC Credit Suisse Asset Management (International) Company Limited. From 2012 to 2016, Ms. Pang was the Vice President of Corporate Strategy and Development, Asia Coal Limited, where she led the strategic mergers and acquisitions, capital raising and investor relations management. Prior to that, she was the Associate Director, Business Development of Crown One Asset Management Company Limited, responsible for sales and marketing of fund products. Between 2007 and 2008, Ms. Pang was Assistant Manager, Public Distribution Hong Kong (Equity Derivatives and Private Investor Product Sales) of RBS, handling sales and marketing of listed equity derivatives products. Before joining RBS, she was an anchor and reporter with the Cable TV and Hong Kong Economic Journal.

Ms. Pang holds a M.Sc. in Development Finance from The University of Manchester, a M.A. in Journalism and a B.A. in Business Administration from The Chinese University of Hong Kong. 

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