View all WisdomTree insights in the Megatrends category.
Two new U.S. executive orders signal growing national commitment to quantum computing, both as an emerging technology and as a future encryption challenge. For investors, this adds support to the long-term outlook by encouraging funding, procurement and post-quantum adoption, while widening the opportunity across the broader quantum ecosystem.
Read the article
This blog explores the wave of European defence initial public offerings (IPOs) reshaping the sector's investment landscape, from Hensoldt's 2020 listing through to RENK, CSG and Vincorion, and the upcoming listings of KNDS and WB Electronics. It examines why 2026 marks a watershed year for European defence equity, how investor scrutiny is maturing, and what the broadening of the investable universe means for those with exposure to the structural rearmament theme.
Read the article
In the latest episode of The Next Big Thing podcast, we hosted Ryan Corbett, Chief Financial Officer of MP Materials, one of the most strategically important companies in the rare earths space. We discussed why rare earths sit at the centre of the supply chain reset, why NdPr is the real bottleneck, and how demand is broadening well beyond electric vehicles (EVs) into robotics, drones, AI infrastructure and defence. Ryan also explained why scale, policy support and vertical integration matter so much in a market still dominated by China. This blog summarises the key messages Ryan delivered on the show.
Read the article
My daughter giggled at a BlackBerry in a museum, and it crystallised something important about thematic investing. Themes do deliver over time, but value always concentrates in very few companies, and they are rarely the obvious ones upfront. From Kodak to Blockbuster, history keeps repeating itself. The key insight: missing the winner damages long-term returns far more than owning a few losers.
Read the article
Back in 1973, an oil shock changed the way the world thought about energy. More than fifty years later, geopolitical tensions, rising electricity demand from artificial intelligence (AI) and record renewable energy deployment are once again putting the sector in the spotlight. This blog explores why renewable energy is catching a second wind, how China is driving much of the growth, and why some emerging technologies may finally have found their moment. Investors, it seems, are keen to make hay while the sun is shining.
Read the article
The U.S. government is no longer just funding quantum computing – it is investing in it. As Washington deepens its competition with China for technological leadership and Europe ramps up its own quantum ambitions, this emerging field is becoming a strategic battleground. What does that shift mean for investors, and how can they gain exposure to one of the most important themes in next-generation technology?
Read the article
Equity returns are a winner-takes-most game. Over the last century, just 3.72% of US stocks created all shareholder wealth. So how can investors improve their odds of owning the next Nvidia early? This blog explains why themes are the map and how a disciplined thematic approach can find future compounders early.
Read the article
Recent rallies in AMD and Intel have brought CPUs back into the AI infrastructure debate. While GPUs remain the central engine for AI training and inference, the next phase of AI workloads may require much more supporting compute around GPU clusters. Agentic AI involve more planning, routing, tool calls, code execution, verification and data movement, many of which are CPU-intensive tasks. This suggests the AI semiconductor opportunity is broadening beyond GPUs and CPUs could be the next bottleneck of AI Infrastructure. 
Read the article
Lithium was once a laboratory curiosity. Today, it sits at the centre of the global shift towards electrification and digitalisation. As electric vehicles scale, battery storage expands, and industrial demand evolves, lithium demand is projected to rise meaningfully over the coming decades. Yet supply growth is expected to slow and remains concentrated in a handful of countries. In this blog, we break down the demand and supply outlook using International Energy Agency projections, with additional insight from our partners at Wood Mackenzie, and explore what this could mean for investors.
Read the article
World Quantum Day 2026 offered another clear signal that quantum computing is becoming an investable theme, with tangible breakthroughs driving investor reaction. While the space remains complex and volatile, improving visibility and strong relative performance highlight its potential as a differentiated, early-stage complement to broad tech exposure.
Read the article
Do you have your smartphone nearby? Perhaps you’re reading this on one. Hold it in your hand. You now have, clasped within your fingers, among many other chemicals, most, if not all, of the 17 rare...
Read the article
Nuclear power is firmly back on the global energy agenda, driven by energy security, decarbonisation goals and the rapidly rising power needs of data centres and artificial intelligence (AI) infrastructure. As governments and the private sector commit to expanding nuclear capacity, investor attention is increasingly turning to uranium, the fuel at the heart of the nuclear value chain. In this blog, we examine why the nuclear renaissance still has much further to run, why current build-out plans fall short of stated targets, and what this means for uranium at a time when supply is already constrained.
Read the article
