Associate Director, Quantitative Research & Multi Asset Solutions
Baoqi Zhu joined WisdomTree in 2023 as a Senior Associate on the Research team. Baoqi focuses on quantitative research on thematic equity indices and portfolio solutions. Prior to WisdomTree, Baoqi spent over two years at Ernst & Young (EY) in their Quantitative Advisory Services, where he was involved in the research and development of quantitative risk models. Earlier in his career, Baoqi served as a quantitative analyst within a multi-asset structuring team at Maven Global for more than three years. His responsibilities included designing and optimising bespoke hedging strategies based on derivatives. Baoqi holds a MSc in Financial Engineering & Risk Management from Imperial College London and a BSc in Actuarial Science from Nankai University, China. He is also a certified Financial Risk Manager (FRM).
AI sovereignty is turning into a physical build-out challenge for Europe. The proposed Cloud and AI Development Act adds policy support, but delivery will depend on infrastructure: powered sites, grid connections and mission-critical electrical equipment. That creates potential opportunities for selected builders and suppliers within Europe’s infrastructure value chain.
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Europe’s infrastructure ambitions depend on more than funding. They also depend on whether Europe can source the materials, equipment and components needed to build grids, transport networks and clean-energy assets. The Industrial Accelerator Act (IAA) aims to strengthen that supply chain by supporting European manufacturing capacity, low-carbon materials and more resilient procurement. The proposal highlights an important shift: infrastructure policy and industrial policy are becoming increasingly connected.
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Recent rallies in AMD and Intel have brought CPUs back into the AI infrastructure debate. While GPUs remain the central engine for AI training and inference, the next phase of AI workloads may require much more supporting compute around GPU clusters. Agentic AI involve more planning, routing, tool calls, code execution, verification and data movement, many of which are CPU-intensive tasks. This suggests the AI semiconductor opportunity is broadening beyond GPUs and CPUs could be the next bottleneck of AI Infrastructure. 
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Governments are taking a more active role in critical minerals, moving beyond regulation into financing, pricing support and supply-chain building. Rare earths provide the clearest example, but the shift is spreading more broadly across strategic materials. This blog explores how the U.S., Japan and Europe are reshaping the sector, why the benefits extend beyond mining, and what this means for investors looking at the critical minerals value chain.
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This blog explores how rising geopolitical tensions and strategic autonomy are reshaping Asia’s defence landscape. As governments expand spending and build domestic industrial capacity, the region’s defence sector is becoming a multi-year investment theme. It also outlines how investors can gain targeted exposure through the WisdomTree Asia Defence UCITS ETF.
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