WisdomTree Insights

Semiconductor companies have rallied strongly to start 2023. Christopher Gannatti discusses previous semiconductor performance and the forces that will determine the semiconductor experience for the remainder of the year.
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One thing that events of 2022 made clear was that access to semiconductors might be the key that unlocks further participation in the world’s economy. Christopher Gannatti discusses the future possibilities with semiconductors.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti speak with Haim Israel of Bank of America Merrill Lynch to discuss how to approach thematic investing and megatrends.
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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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