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
The latest rebalance of WisdomTree's Strategic Metals and Rare Earths Miners Index widens its lens from 10 to 14 metal categories, adding vanadium, silicon metal, manganese and niobium. It trims copper and lithium, lifts rare earths and nickel, tilts toward upstream mining and larger names, and now offers above-market growth at a discounted forward earnings multiple.
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
European defence equities have de-rated on sentiment, not fundamentals. Q1 2026 earnings were robust with most European defence primes confirming guidance, with book-to-bill ratios averaging 1.49x. Yet the sector trades at a 41% P/E discount to US peers, offering a materially improved entry point into the European rearmament cycle.
Read the article
Space is re-emerging as one of humanity’s most important frontiers. The SpaceX IPO will mark a defining moment for the industry, but the opportunity goes far beyond one company. Falling launch costs, rising government ambition and expanding commercial use cases are turning space into a new technological, economic and strategic frontier. Recognising this potential, WisdomTree has developed a Space strategy that aims to provide diversified exposure to the key verticals and companies shaping the future of the Space Economy.
Read the article
While ceasefire and peace talks remain uncertain, Ukraine’s eventual reconstruction is already worth considering through the lens of Europe’s infrastructure supply chain. With substantial needs across transport, energy and essential public infrastructure, the rebuild could involve European companies with construction expertise, regional proximity and critical infrastructure products. This blog explores why the opportunity may extend beyond Ukrainian assets, and how companies in the European infrastructure ecosystem could contribute to the long-term reconstruction effort.
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
Physical AI is beginning to move from concept to commercial deployment, with applications increasingly appearing in factories, transport networks and industrial automation systems. China is playing an important role in this trend, supported by its manufacturing ecosystem, hardware supply chain and growing group of robotics companies. This blog looks at three Chinese companies, UBTech, Pony AI and Shenzhen Dobot, which illustrate different paths to physical AI adoption across humanoid robotics, autonomous mobility and smart manufacturing.
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
