ETFs (Exchange-Traded Funds) and ETPs | IE

Elvira Kuramshina

From Apollo to SpaceX: How space became an investment theme

July 23, 2026

On the 57th anniversary of Apollo 11, the key reflection is how one of humanity’s greatest achievements became an early landmark in a much longer space journey. What began as a government-led race to the Moon has since evolved into a commercial ecosystem shaped by reusable rockets, satellites, AI, robotics and emerging orbital services – making space one of the most compelling long-term investment themes.

Space Economy
Megatrends

Fahad Hassan

The growing case for European equities

July 22, 2026

European equities are in the early stages of a genuine earnings acceleration after three years of stagnation. Full-year 2026 consensus EPS growth runs at approximately 15%, a figure skewed higher by Consumer Discretionary base effects. Financials, Industrials, IT and Materials are all contributing positively to earnings growth. US earnings comparisons are becoming more demanding. The transatlantic growth gap is narrowing, and the case for European equities right now rests on earnings, not valuation.

Equities
Europe / Eurozone
Value

Mobeen Tahir

The AI trade is back. And it’s not Nvidia leading the charge

July 21, 2026

For years, Nvidia has been the face of the artificial intelligence (AI) trade. But in 2026, the companies quietly powering the revolution from behind the scenes are having their moment. Memory chip makers in South Korea and the United States are posting earnings that would have seemed unimaginable just twelve months ago. And a semiconductor giant that many had written off is staging one of the most dramatic comebacks in technology history. This blog explores why semiconductors are driving the AI theme this year, what is behind the eye-watering gains, and why spreading your bets across the AI value chain is proving to be the smarter play.

Artificial Intelligence
Equities
Megatrends

Tobias Lazar

What does today's commodity market mean for broad allocations?

July 16, 2026

Commodity markets have normalised since the Strait of Hormuz disruption, but the investment case remains. We examine why periods of elevated backwardation have historically supported stronger commodity returns, and how enhanced commodity strategies can systematically capture these opportunities across changing market environments.

Broad Commodities

Luca Berlanda, Tobias Lazar

What’s Hot: Why the July Iran flare-up reinforces the strategic case for commodities

July 16, 2026

The latest escalation in the Iran war highlights how quickly market expectations can shift. While oil dominates today's headlines, commodity leadership continues to rotate across sectors. Combined with advances in index construction, this strengthens the case for broad commodity exposure as a strategic allocation in diversified portfolios.

Commodities
Broad Commodities

WisdomTree European Thematic Monthly Update - June 2026

July 15, 2026

Read our latest WisdomTree European Thematic Monthly Update

Thematic Monthlies

Nitesh Shah

Silver Outlook to Q2 2027: room to run, but not to sprint

July 14, 2026

Silver’s January spike has faded, leaving prices at more sustainable levels. We expect silver to rise towards US$70/oz, supported primarily by higher gold prices and a favourable macroeconomic backdrop. However, industrial thrifting, softer Chinese solar demand, easing inventory tightness and rising mine supply should limit the upside.

Precious Metals
Commodities

Nitesh Shah

WisdomTree Gold Outlook to Q2 2027

July 14, 2026

A healthy reset provides a constructive backdrop

Gold
Commodities
Precious Metals

Aneeka Gupta

What El Niño means for agricultural commodities in 2026

July 13, 2026

The National Oceanic and Atmospheric Administration (NOAA) has confirmed that a strong El Niño is developing, arriving against a warmer climate baseline and into a fertiliser market already disrupted by the Strait of Hormuz conflict. Cocoa, sugar, coffee and wheat face the sharpest supply risks. For investors, the distribution of outcomes for key agricultural commodities has shifted materially to the upside.

Commodities

Aneeka Gupta

Ankara Reckoning: NATO summit’s impact on European Defence

July 10, 2026

The 2026 NATO Ankara summit confirmed US strategic disengagement from Europe is durable, accelerating the rearmament cycle. A Patriot production licence for Ukraine, $50bn in new contracts, and landmark mergers and acquisitions within the defence industry, signal structural industrial consolidation.

Equities
Europe / Eurozone
US

Ben Burden

Escape velocity for tokenised stock trading

July 10, 2026

A SpaceX-driven surge in on-chain equity volume, led by Solana, has put tokenised stocks on the map. This article examines what is driving it, why backing, issuer and redemption separate the real products from trackers, and where an exchange-traded product (ETP) fits.

Cryptocurrency and Blockchain

Aneeka Gupta, Brian Manby, CFA

Beyond state ownership: capturing emerging markets' structural transformation

July 9, 2026

Emerging Markets (EM) structural shift from State-Owned Enterprises (SOE) to private enterprise is accelerating. Non-SOEs have outperformed SOEs by 17% since end-2024, driven by semiconductor giants TSMC, Samsung and SK Hynix. Taiwan now leads the MSCI EM index. Discover how to obtain systematic access to ‘New Economy’ EMs at historically attractive valuations.

Artificial Intelligence
Emerging Markets
Equities

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Research Insights

From Apollo to SpaceX: How space became an investment theme

The growing case for European equities

The AI trade is back. And it’s not Nvidia leading the charge

What does today's commodity market mean for broad allocations?

What’s Hot: Why the July Iran flare-up reinforces the strategic case for commodities

WisdomTree European Thematic Monthly Update - June 2026

Silver Outlook to Q2 2027: room to run, but not to sprint

WisdomTree Gold Outlook to Q2 2027

What El Niño means for agricultural commodities in 2026

Ankara Reckoning: NATO summit’s impact on European Defence

Escape velocity for tokenised stock trading

Beyond state ownership: capturing emerging markets' structural transformation

From Apollo to SpaceX: How space became an investment theme

The growing case for European equities

The AI trade is back. And it’s not Nvidia leading the charge

What does today's commodity market mean for broad allocations?

Resources & Education

From Apollo to SpaceX: How space became an investment theme

The growing case for European equities

The AI trade is back. And it’s not Nvidia leading the charge

What does today's commodity market mean for broad allocations?

What’s Hot: Why the July Iran flare-up reinforces the strategic case for commodities

WisdomTree European Thematic Monthly Update - June 2026

Silver Outlook to Q2 2027: room to run, but not to sprint

WisdomTree Gold Outlook to Q2 2027

What El Niño means for agricultural commodities in 2026

Ankara Reckoning: NATO summit’s impact on European Defence

Escape velocity for tokenised stock trading

Beyond state ownership: capturing emerging markets' structural transformation

From Apollo to SpaceX: How space became an investment theme

The growing case for European equities

The AI trade is back. And it’s not Nvidia leading the charge

What does today's commodity market mean for broad allocations?