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Perspectives, research, videos, podcasts, and commentary from WisdomTree.

When Geopolitics Becomes a Purchase Order: The Companies Behind Asia's Defense Buildup
Christopher Gannatti, CFA

When Geopolitics Becomes a Purchase Order: The Companies Behind Asia's Defense Buildup

Asia's defense buildup is becoming an investment story as rising geopolitical tensions translate into long-term procurement and defense spending. Christopher Gannatti explains how the WisdomTree Asia Defense Fund (WDAF) provides exposure to companies powering the region's military modernization.

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When Space Leaves the Blueprint and Enters the Economy
Christopher Gannatti, CFA

When Space Leaves the Blueprint and Enters the Economy

The space economy is entering a new era as falling launch costs unlock commercial opportunities across connectivity, data and defense. Christopher Gannatti introduces the WisdomTree Space Economy Fund (WSPC), designed to provide targeted exposure to the companies building the next generation of the global space economy.

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2026 Economic & Market Outlook: What the New 'Warsh' Cycle Means for Markets
2026outlook.jpeg
Kevin Flanagan
Rick Harper
Samuel Rines
Jeremy Schwartz, CFA
Jeff Weniger, CFA

2026 Economic & Market Outlook: What the New 'Warsh' Cycle Means for Markets

As the second half of 2026 begins, investors are navigating resilient economic fundamentals, a new era of Federal Reserve leadership under Chair Kevin Warsh and markets that are shifting their focus from geopolitical headlines back to earnings, AI investment and monetary policy.

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The Other Direction: How AI Could Become the Operating System for Quantum Computing
Christopher Gannatti, CFA
Samuel Rines

The Other Direction: How AI Could Become the Operating System for Quantum Computing

AI could have a bigger impact on quantum computing before quantum has a meaningful impact on AI. Christopher Gannatti and Samuel Rines explain why that shift matters for investors and why the companies enabling both technologies may be the real opportunity.

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Closing the Curtain on Rate Cuts
Kevin Flanagan

Closing the Curtain on Rate Cuts

The June jobs report all but shut the door on expectations for Fed rate cuts this year. Kevin Flanagan explains why the focus has shifted to a Fed on hold, and what that means for fixed income investors embracing a barbell strategy.

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Twenty Years Later: Revisiting The First 20 WisdomTree ETFs
Jeremy Schwartz, CFA

Twenty Years Later: Revisiting The First 20 WisdomTree ETFs

Twenty years ago, WisdomTree launched its first family of ETFs built on a simple idea: portfolios should be anchored to corporate fundamentals, not market popularity. Jeremy Schwartz revisits how the WisdomTree U.S. LargeCap Dividend Fund (DLN) has put that philosophy into practice through two decades of changing markets.

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Is Gold Carving Out a Major Bottom?
Jeremy Schwartz, CFA

Is Gold Carving Out a Major Bottom?

Gold has retraced sharply, but several historic indicators are now aligning in a way that has previously marked major turning points. Jeremy Schwartz explains why the combination of washed-out sentiment, positioning, flows and price action could make the current setup one worth watching.

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Battlefield-Proven: How the Drone Revolution Maps onto WisdomTree's Physical AI, Humanoids & Drones Strategy
Christopher Gannatti, CFA

Battlefield-Proven: How the Drone Revolution Maps onto WisdomTree's Physical AI, Humanoids & Drones Strategy

Cheap drones are reshaping modern warfare and forcing investors to rethink the defense landscape. Christopher Gannatti explains why the WisdomTree Physical AI, Humanoids, and Drones Fund (WDRN) is designed to capture opportunities across battle-tested drones, counter-drone technologies, and the broader Physical AI ecosystem.

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The Drone Dominance Map: China's Lead, America's Response, and the Supply Chain That Will Determine the Outcome
Christopher Gannatti, CFA

The Drone Dominance Map: China's Lead, America's Response, and the Supply Chain That Will Determine the Outcome

China still dominates the global drone market, but the battle is shifting from hardware leadership to supply chain control. Christopher Gannatti explains why U.S. policy and private investment are building a domestic drone ecosystem—and why that transition could create compelling opportunities across the Physical AI value chain.

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How WTIP's Adaptive Framework Has Delivered in Its First Year
Ayush Babel
Alejandro Saltiel, CFA

How WTIP's Adaptive Framework Has Delivered in Its First Year

The WisdomTree Inflation Plus Fund has delivered a strong first year by taking a broader approach to inflation protection. Ayush Babel and Alejandro Saltiel explain how its adaptive mix of commodities, Treasury Inflation-Protected Securities, precious metals and bitcoin exposure is designed to help investors navigate changing inflation regimes.

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