View all WisdomTree insights in the US category.
The Trump–Xi Beijing summit delivered managed stability, not structural change. Technology, critical minerals and Taiwan remain unresolved. For investors, two themes stand out: Western supply chain diversification in strategic metals and rare earths, and durable agricultural commodity exposure driven by food security and climate risk, not diplomacy.
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Geopolitics is reshaping strategic metals and rare earth supply chains. China’s dominance in processing and export controls is pushing the US and allies to fund mines, refineries and magnets. Europe is now seeking closer alignment with the US, while Greenland highlights the strategic value and complexity of new supply.
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Europe’s defence spend is moving from buying platforms to funding enabling technologies. Rolls-Royce anchors sovereign power and next-generation propulsion, Safran supports the shift toward inertial navigation secure timing and modern sensors. Airbus integrates multi-domain ‘system-of-systems’ architectures. Together they sit at key bottlenecks likely to see repeat procurement and upgrades.
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Related Products WisdomTree Japan Equity UCITS ETF - USD Hedged Find out more Japan’s February snap election delivered something markets rarely get in Tokyo - a decisive political authority and a...
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Related Products WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF - USD Acc, WisdomTree Strategic Metals UCITS ETF - USD Acc Find out more Strategic metals beyond the energy transition...
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Related Products WisdomTree Short USD Long EUR, WisdomTree Physical Gold - EUR Daily Hedged, WisdomTree Physical Gold - GBP Daily Hedged, WisdomTree Europe Defence UCITS ETF - EUR Acc, WisdomTree...
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Europe’s rearmament is accelerating, with German leaders Rheinmetall, HENSOLDT, and RENK central to fixing bottlenecks in ammunition, sensors, and mobility. For investors, multi-year European Union and NATO commitments create durable spending visibility.
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Related Products WisdomTree Europe Equity Income UCITS ETF, WisdomTree Europe Equity Income UCITS ETF - Acc Find out more Framework accord ends escalating trade tensions The framework accord unveiled...
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European defence is undergoing a drone-driven transformation, with Saab and Leonardo leading the charge. Saab focuses on AI-driven autonomy and swarming systems, while Leonardo combines indigenous UAVs like the Falco Astore with a strategic Baykar joint venture. Together, they highlight Europe's shift toward tech-enabled, sovereign defence capabilities.
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There’s something about odd numbers. They stick. From The Secret Seven to the Magnificent Seven, the idea of a select group leading the way is both familiar and powerful. In markets, Magnificent 7 is no longer just a catchy name. They represent a story of dominance and opportunity. This blog explores how their influence has grown, why they still matter in 2025, and why tactical investors should still be watching them closely, whether you're going long or short.
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During NATO’s 24-26 Jun 2025 Hague summit, allies are expected to endorse a 5%-of-GDP defence goal (3.5% core, 1.5% cybersecurity/infrastructure) and link access to the EU’s €150 bn STEP programme to measurable progress. This framework could gradually lift demand for NATO-compatible European aerospace, munitions and ISR firms.
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Markets have been riding the TACO trade – Trump Always Chickens Out – with the NASDAQ 100 on a rollercoaster of tariff threats and retreats. But is the ride over? Or could volatility return with the next surprise? This blog explores what’s driven the action so far in 2025 and what might keep investors on edge going forward.
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