WisdomTree Insights

The world’s digital transformation is a marathon—not a sprint. Chris Gannatti looks at how technology continues to make its place in the global economy. 

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Software-as-a-Service (SaaS) companies significantly evolved in the past few years. Despite this, the demand for software consumption is completely removed from the sector’s performance. Against this backdrop, Christopher Gannatti seeks to answer the question: Is the market giving investors a “do-over?”
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Currently, investors globally remain focused on inflation, the policy path of the Fed and the earnings reports of individual companies highlighting their results for the quarterly period. Christopher Gannatti examines the reports of two cloud companies, Twilio and Toast.
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After the most recent Fed rate hike of 75 basis points, several public cloud stocks slid to new 52-week lows. How is this software-as-a-service (SaaS) stock slash different from what the markets experienced in Q1? In this guest blog post, Janelle Teng of Bessemer Venture Partners explains the ensuing chaos and outlines what might lie ahead.
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Each earnings season, the biggest tech companies report their earnings before many other smaller and medium-sized firms. Christopher Gannatti outlines the latest reports from Microsoft, Amazon and Alphabet.
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The bear market this year has created an attractive entry point in megatrends for investors. Mobeen Tahir discusses differentiated themes within the megatrend space.
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