View all WisdomTree insights in the Gold category.
Gold has regained a firmer footing after its earlier rally largely unwound, bringing prices closer to the level projected by WisdomTree’s gold price model. Christopher Gannatti and Nitesh Shah examine demand trends and market assumptions shaping the model’s 12-month outlook.
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Gold has weathered rising real yields and tighter monetary policy as its exceptional Q1 2026 valuation premium has largely unwound. Chris Gannatti and Nitesh Shah examine why Fed policy, energy markets, official-sector demand and fiscal pressures could shape gold’s next phase.
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U.S. debt has surpassed $40 trillion as rising interest costs and long-term Treasury yields bring the de-dollarization theme back into focus. Jon Flynn examines how a weaker dollar, lower real rates and persistent inflation could reshape potential winners and losers across asset classes.
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Adding gold has traditionally meant reducing stocks or bonds, but an efficient allocation can add 20% gold exposure while maintaining 60% U.S. equity exposure. Chris Gannatti examines how the WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) reframes the choice between diversification and core equity exposure.
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Rare earth separation can require hundreds of solvent-extraction stages, making the process a critical bottleneck as the U.S. works to diversify supply chains. Chris Gannatti examines how a new Pasqal, USA Rare Earth and Riven Systems partnership is testing quantum machine learning against a real-world chemistry challenge.
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Rare-earth and strategic-metal prices have swung dramatically, even as Chinese mine production continued to rise. Christopher Gannatti explains why export controls and licensing decisions are becoming key drivers of prices, and what that means for investors seeking diversified exposure.
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Rate-hike fears are fading, ETP inflows are returning and the dollar is weakening again, three tailwinds converging for gold. Christopher Gannatti and Nitesh Shah examine what’s driving the shift in sentiment and how capital-efficient strategies like the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN), the WisdomTree Efficient Gold Plus Equities Strategy Fund (GDE) and the WisdomTree Efficient Gold Plus TIPS Strategy Fund (GDT) let investors add gold exposure without selling down existing holdings.
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Platinum group metals are among the rarest metals on earth, with global annual production under 15 million ounces, yet demand is expanding into everything from touchscreen glass to hydrogen fuel cells. Chris Gannatti and Mobeen Tahir explore how Sibanye-Stillwater CEO Dr. Richard Stewart is rebuilding the company around mining, recycling and lithium through the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG).
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Gold miners are generating margins that would have looked enviable by almost any historical standard, yet their equity valuations have not fully caught up. Christopher Gannatti examines the widening spread between gold prices and all-in sustaining costs and makes the case for why the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) may be the right vehicle for investors unwilling to choose between the metal and the miners.
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Gold has fallen below where it started the year as higher interest rate expectations and geopolitical uncertainty weigh on prices. Christopher Gannatti and Aneeka Gupta examine the forces driving recent weakness and explain why the long-term case for gold remains intact.
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China controls roughly 91% of global rare earth separation capacity, forcing Western governments to rethink how these critical supply chains are built. Christopher Gannatti explains why governments are becoming investors, lenders and buyers because it is the only way.
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On a recent episode of The Next Big Thing podcast, Christopher Gannatti and Mobeen Tahir spoke with Ryan Corbett, CFO of MP Materials, about rebuilding the U.S. rare earth supply chain. They discuss why vertical integration, domestic magnet production and supply chain resilience are becoming increasingly important for investors.
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