View all WisdomTree insights in the Commodities category.
Washington is offering salaries of up to $400,000 to recruit rare earth and critical minerals specialists—a sign of how strategically important these supply chains have become. Christopher Gannatti explains why the Trump administration’s latest move could reinforce a long-term investment case for rare earths and strategic metals.
Read the article
Every F-35 fighter jet depends on more than 400 kilograms of rare earth minerals—many of which are processed almost entirely in China. Christopher Gannatti explains why America’s defense capabilities are now inseparable from critical mineral supply chains, and why rebuilding domestic capacity could take decades.
Read the article
The next global power struggle isn’t over AI, it’s over the metals that make it possible. Christopher Gannatti introduces the WisdomTree Efficient Rare Earths Plus Strategic Metals Fund (WDIG), designed to capture the minerals reshaping geopolitics and supply chains.
Read the article
Gold swung from its biggest monthly gain since 1999 to its sharpest drop since 2013—all within Q1 2026. Christopher Gannatti and Nitesh Shah argue this volatility reflects liquidity-driven selling, not weakening fundamentals, and signals a transition toward a higher long-term price range.
Read the article
Adding gold to a portfolio has traditionally meant sacrificing equity exposure—a trade-off many investors resist. In this third and final blog of the “Adding, Not Replacing, the Age of Efficient Capital” blog series, Christopher Gannatti explains how strategies like the WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) allow investors to maintain core equity positions while layering in gold for diversification.
Read the article
A traditional 60/40 portfolio may not be the most efficient way to capture returns at a given level of risk. In Part 1 of our “Adding, Not Replacing, the Age of Efficient Capital” blog series, Christopher Gannatti explains how separating capital from exposure allows investors to add commodities through the WisdomTree Enhanced Commodity Strategy Fund (GCC) without sacrificing core allocations.
Read the article
Commodity markets may no longer be driven by demand cycles, but increasingly by supply shocks rippling through inputs like fertilizer. Christopher Gannatti explains how these second-order effects are reshaping agriculture and why the WisdomTree Enhanced Commodity Strategy Fund (GCC) is repositioning toward underpriced supply risks.
Read the article
A single geopolitical flashpoint is disrupting up to one-fifth of global LNG supply, with effects rippling far beyond energy markets. Christopher Gannatti and Nitesh Shah explain how the Iran conflict is cascading through metals, fertilizers and supply chains—making the case for broader commodity exposure beyond oil and gas.
Read the article
Inflation fears are rising again as geopolitical tensions escalate. Behnood Noei explains how the WisdomTree Inflation Plus Fund (WTIP) has delivered gains by blending commodities and TIPS when both risk assets and traditional hedges have struggled.
Read the article
In 2025, gold had its strongest calendar year performance since 1979, as fiscal strain and policy shocks reshape the macro landscape. Christopher Gannatti, Dovile Silenskyte and Nitesh Shah make the case for gold, bitcoin and industrial metals as distinct tools to navigate monetary instability, electrification demand and rising geopolitical risk.
Read the article
Gold and silver just experienced their most volatile trading day on record, with price swings typically seen over an entire year compressed into hours. Nitesh Shah analyzes what drove the shock move and why traditional indicators suggest this wasn’t a classic speculative frenzy.
Read the article
Not all diversified commodity funds are created equal. Christopher Gannatti explains how the WisdomTree Enhanced Commodity Strategy Fund (GCC) uses an active, risk-aware approach to better align with shifting market regimes.
Read the article
