Perspectives, research, videos, podcasts, and commentary from WisdomTree.
Quantum computing is no longer just a research story, companies are now linking quantum machines, improving error correction and serving paying customers. Christopher Gannatti examines five pure-play quantum firms and the distinct hardware approaches that could shape the industry's path to commercial scale.
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The 10-year Treasury yield has repeatedly snapped back into a 4.0%–4.5% range despite bouts of market volatility. Kevin Flanagan and Maggie Lucier analyze why speculation around Treasury Secretary Bessent capping long-term yields may be overstated, and why employment, inflation, and Treasury supply remain the real drivers.
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China now dominates major parts of the global EV, battery, solar and AI infrastructure supply chain, a shift many investors still underestimate. Christopher Gannatti explains why China’s rise as a private-sector innovation powerhouse may matter more for portfolios than the old state-owned economy narrative suggests.
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Every F-35 fighter jet depends on more than 400 kilograms of rare earth minerals—many of which are processed almost entirely in China. Christopher Gannatti explains why America’s defense capabilities are now inseparable from critical mineral supply chains, and why rebuilding domestic capacity could take decades.
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The U.S. government just invested $2 billion directly into quantum computing companies, and took equity stakes in return. Christopher Gannatti explains why this shift from grants to ownership could mark a turning point for the commercialization of quantum technology and the investors watching the space.
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Japan’s shift from decades of deflation toward sustained reflation is accelerating corporate governance reform, driving record buybacks, cross-shareholding unwinds and shareholder activism that create fertile ground for strategies like the WisdomTree Japan Opportunities Fund (OPPJ) focused on capital discipline and earnings improvement.
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Quantum investing is expanding beyond chips into networking, photonics and security infrastructure. Christopher Gannatti and Elvira Kuramshina explain how the WisdomTree Quantum Computing Fund (WQTM) May 2026 rebalance increases exposure to pure-play leaders while maintaining diversified positioning across the broader quantum ecosystem.
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Sixty minerals now sit on the U.S. critical minerals list, and many are controlled not by where they’re mined, but by where they’re processed: China. Christopher Gannatti maps these materials into seven strategic “baskets,” explaining why everything from EVs to semiconductors to missile systems depends on supply chains investors can no longer ignore.
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Taiwan produces more than 90% of the world’s leading-edge chips, making it one of the most important geopolitical chokepoints in global markets. Christopher Gannatti and Samuel Rines explain why investors should think beyond defense stocks and focus instead on the “Strategic Processing Reserve” of compute, cybersecurity, rare earths and supply-chain resilience.
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Big drawdowns don’t just hurt returns, they make the recovery math brutally harder, with a 30% loss requiring a 43% rebound just to break even. Christopher Gannatti explains why low-volatility strategies can behave very differently in stressed markets and makes the case that the WisdomTree Equity Premium Income Fund (WTPI) offers a smoother, more resilient path through volatility.
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Most diversifying strategies force investors into a painful trade-off: lower portfolio volatility often means lagging behind during equity bull markets. Jeremy Schwartz explains how the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) is designed to solve that problem by layering a systematic long/short alpha strategy on top of core S&P 500 exposure instead of replacing it.
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Inflation fears are back, with Treasury yields climbing sharply and markets now pricing in a potential Fed rate hike by 2027. Kevin Flanagan explains why the “inflation trade” has taken hold and makes the case for Treasury Floating Rate Notes as a key defense in today’s bond market.
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