Perspectives, research, videos, podcasts, and commentary from WisdomTree.
Most ETFs have two prices, and the gap between them can reveal more than investors realize. Christopher Gannatti explains why NAV and Market Price exist, what drives them apart, and how understanding the difference can provide insight into market sentiment, liquidity, and ETF mechanics.
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Cheap drones are reshaping warfare and industry alike, with Ukraine targeting production of more than 7 million units in 2026 and governments increasingly treating drones as strategic infrastructure. Christopher Gannatti makes the case that drones—not humanoid robots—could become the first truly mass-market form of physical AI, with implications spanning defense, logistics, agriculture and automation.
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Nvidia’s multibillion-dollar investments in photonics aren't just fueling AI, they may be quietly building the backbone of future quantum computing. Christopher Gannatti makes the case that companies like Lumentum, Corning, and Cisco could benefit from a long-term quantum infrastructure buildout, even as AI remains the primary driver today.
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Private credit is often discussed as a single asset class, but the opportunity set extends far beyond direct lending. Kevin Flanagan and Chris Acito, CEO of Gapstow Capital Partners, explore why diversification across multiple credit sectors and a clear understanding of liquidity can help investors build more resilient income-focused portfolios.
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The race for Physical AI will not be won by software alone. It will depend on who can build the robots, drones, and components powering the next industrial era. Christopher Gannatti makes the case that while the U.S. still trails China in manufacturing scale, accelerating investment, policy support, and vertical integration are beginning to reshape the competitive landscape.
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U.S. large cap growth stocks recently traded at some of their most attractive valuations in years, despite continued earnings strength. Bradley Krom and Joe Tenaglia explain why WisdomTree’s latest model portfolio changes lean into that disconnect—adding growth exposure, diversifying fixed income with emerging market local debt and repositioning thematic allocations toward cloud computing.
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AI's next bottleneck isn't processing power. It's the memory and networking infrastructure needed to move and process data at scale. Christopher Gannatti explains why investors should distinguish between broad AI exposure and targeted exposure to the hardware constraints increasingly shaping AI performance and investment spending.
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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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