Perspectives, research, videos, podcasts, and commentary from WisdomTree.
Growing opposition to AI data centers is colliding with plans to accelerate compute deployment in 2027. Christopher Gannatti examines SpaceX’s targets and SemiAnalysis’ construction forecasts to assess how permitting, power and chip supply could shape the buildout.
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Japan’s equity opportunity spans shareholder payouts, corporate governance reform and investment in artificial intelligence and defense. Christopher Gannatti examines how the WisdomTree Japan Opportunities Fund (OPPJ) brings these themes together through four investment sleeves and dynamic currency hedging.
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Divided government may not deliver the fiscal restraint bond investors expect. Kevin Flanagan examines why spending priorities and existing legislation could keep deficits elevated despite the midterm election results.
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Buying into a commodity rally late can leave investors with modest gains and a taxable distribution tied to earlier fund activity. Jonathan Flynn examines the gap between headline returns and estimated buyer returns, why distribution timing matters and how the WisdomTree Enhanced Commodity Strategy Fund (GCC) approaches futures investing.
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Quantum computing’s commercial potential depends on more than the machines themselves, with materials, processing expertise and infrastructure shaping the path forward. Christopher Gannatti and Jon Flynn examine where these connected investment themes could create economic value and what investors should consider before treating technical progress as commercial readiness.
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A slower AI buildout could ease financing pressures on technology companies, while reduced trade uncertainty may support equities abroad. Sam Rines, Bradley Krom and Kevin Flanagan assess how the election could affect infrastructure spending, Treasury borrowing and portfolio positioning through 2028.
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The AI buildout’s next constraints could be power, land and advanced packaging, while reasoning and software agents could broaden demand beyond model training. Christopher Gannatti examines four themes from Nvidia CEO Jensen Huang’s account of the AI economy and their potential implications for investors.
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Treasury yields have fallen as AI and tech worries revive safe-haven demand, but the forces that pushed yields higher have not disappeared. Kevin Flanagan and Maggie Lucier examine why growth, inflation, Federal Reserve policy uncertainty and debt supply could regain investors’ attention once the flight to quality fades.
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Different holdings can fall together when market stress exposes shared risks. Brian Manby examines how trend following, option income and commodities offer distinct approaches to broadening portfolio return sources when volatility resurfaces.
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A growth label does not necessarily mean a strategy screens for profitability. Chris Gannatti examines the research behind combining quality and growth and how the WisdomTree U.S. Quality Growth Fund (QGRW) puts that approach into practice.
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Xanadu is pursuing a photonic approach to quantum computing, encoding information in light rather than electrons. On a recent episode of The Next Big Thing podcast, Christopher Gannatti and Elvira Kuramshina sat down with Xanadu COO Rafal Janik to discuss how modular architecture, photon loss and connections to AI data center supply chains could shape the path to utility-scale quantum computing.
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Traditional developed international allocations can miss major companies supporting the global AI buildout because Taiwan and South Korea remain outside the MSCI EAFE universe. Brian Manby makes the case for broadening the developed market opportunity set and explains how the WisdomTree True Developed International Fund (DOL) applies that approach within a dividend-focused strategy.
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