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International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Series, Melanie Schaeffer sits down with Aram to explore why Europe and Japan are gaining momentum, what’s structurally different this time, and how two key XTrackers ETFs, HDEF and DBEF, are positioned for 2025–2026.
They break down:
- Why Europe, especially Germany, is entering a new era of investment
- Japan’s wage growth, inflation stabilization & corporate reforms
- How DBEF helps reduce currency-driven volatility
- Why advisors are using a 50/50 split between HDEF & DBEF
- The global policy shifts creating long-term opportunity
- What investors should expect in 2025, 2026 and beyond
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Chapters
1. Europe’s Policy Shift And Stimulus (00:00:00)
2. Why International Leads In 2025 (00:02:38)
3. Germany’s Trillion And Infrastructure Push (00:04:20)
4. Valuations, Diversification, And Tailwinds (00:06:55)
5. Japan’s Inflation, Wages, And Reform (00:09:30)
6. Introducing HDEF And DBEF (00:11:50)
7. Currency Hedging And Volatility (00:13:41)
8. Closing And Subscribe CTA (00:15:51)
9. The 50-50 Hedge Split Strategy (00:15:55)
880 episodes
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