https://www.wisdomtree.com/us/insights/blog Latest blog posts from WisdomTree Insights. en-US https://www.wisdomtree.com/us/insights/blog/the-results-are-in-now-on-to-2028 https://www.wisdomtree.com/us/insights/blog/the-results-are-in-now-on-to-2028 A slower AI buildout could ease financing pressures on technology companies, while reduced trade uncertainty may support equities abroad. Sam Rines, Bradley Krom and Kevin Flanagan assess how the election could affect infrastructure spending, Treasury borrowing and portfolio positioning through 2028. Samuel Rines Bradley Krom Kevin Flanagan Market Outlook AI U.S. Treasuries International Equities Geopolitical Opportunities Value Quality Growth Europe Japan Thu, 05 Nov 2026 20:20:08 GMT https://www.wisdomtree.com/us/insights/blog/the-ai-buildout-is-bigger-than-the-chip https://www.wisdomtree.com/us/insights/blog/the-ai-buildout-is-bigger-than-the-chip The AI buildout’s next constraints could be power, land and advanced packaging, while reasoning and software agents could broaden demand beyond model training. Christopher Gannatti examines four themes from Nvidia CEO Jensen Huang’s account of the AI economy and their potential implications for investors. Christopher Gannatti, CFA AI Quality Growth Megatrends Quality for Volatility Thu, 05 Nov 2026 16:22:07 GMT https://www.wisdomtree.com/us/insights/blog/there-s-a-new-kid-in-town-in-the-bond-market https://www.wisdomtree.com/us/insights/blog/there-s-a-new-kid-in-town-in-the-bond-market Treasury yields have fallen as AI and tech worries revive safe-haven demand, but the forces that pushed yields higher have not disappeared. Kevin Flanagan and Maggie Lucier examine why growth, inflation, Federal Reserve policy uncertainty and debt supply could regain investors’ attention once the flight to quality fades. Kevin Flanagan Maggie Lucier Fixed Income Thu, 05 Nov 2026 12:00:00 GMT https://www.wisdomtree.com/us/insights/blog/three-alternative-strategies-to-consider-when-volatility-resurfaces https://www.wisdomtree.com/us/insights/blog/three-alternative-strategies-to-consider-when-volatility-resurfaces Different holdings can fall together when market stress exposes shared risks. Brian Manby examines how trend following, option income and commodities offer distinct approaches to broadening portfolio return sources when volatility resurfaces. Brian Manby, CFA Alternative Managed Futures Commodities Thu, 05 Nov 2026 02:19:00 GMT https://www.wisdomtree.com/us/insights/blog/can-you-combine-growth-and-quality https://www.wisdomtree.com/us/insights/blog/can-you-combine-growth-and-quality A growth label does not necessarily mean a strategy screens for profitability. Chris Gannatti examines the research behind combining quality and growth and how the WisdomTree U.S. Quality Growth Fund (QGRW) puts that approach into practice. Christopher Gannatti, CFA Quality for Volatility Equity Quality Growth Wed, 04 Nov 2026 18:29:11 GMT https://www.wisdomtree.com/us/insights/blog/photons-not-electrons-why-xanadu-sees-light-as-the-path-to-utility-scale-quantum-computing https://www.wisdomtree.com/us/insights/blog/photons-not-electrons-why-xanadu-sees-light-as-the-path-to-utility-scale-quantum-computing Xanadu is pursuing a photonic approach to quantum computing, encoding information in light rather than electrons. On a recent episode of The Next Big Thing podcast, Christopher Gannatti and Elvira Kuramshina sat down with Xanadu COO Rafal Janik to discuss how modular architecture, photon loss and connections to AI data center supply chains could shape the path to utility-scale quantum computing. Christopher Gannatti, CFA Elvira Kuramshina Quantum computing Megatrends Tue, 03 Nov 2026 17:42:19 GMT https://www.wisdomtree.com/us/insights/blog/to-find-more-technology-and-growth-in-developed-equities-look-beyond-your-borders https://www.wisdomtree.com/us/insights/blog/to-find-more-technology-and-growth-in-developed-equities-look-beyond-your-borders Traditional developed international allocations can miss major companies supporting the global AI buildout because Taiwan and South Korea remain outside the MSCI EAFE universe. Brian Manby makes the case for broadening the developed market opportunity set and explains how the WisdomTree True Developed International Fund (DOL) applies that approach within a dividend-focused strategy. Brian Manby, CFA International Equities Thu, 29 Oct 2026 20:51:51 GMT https://www.wisdomtree.com/us/insights/blog/gold-outlook-to-q3-2027-a-firmer-foundation-renewed-potential https://www.wisdomtree.com/us/insights/blog/gold-outlook-to-q3-2027-a-firmer-foundation-renewed-potential 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. Christopher Gannatti, CFA Nitesh Shah Capital Efficiency Gold Thu, 29 Oct 2026 18:57:09 GMT https://www.wisdomtree.com/us/insights/blog/fed-watch-holding-the-line https://www.wisdomtree.com/us/insights/blog/fed-watch-holding-the-line At the October Fed meeting, the FOMC held rates at 3.75% to 4.00%, as expected, while sticky inflation kept a December hike in play. Kevin Flanagan examines the Fed’s wait-and-see approach and why recent Treasury yield declines may not signal that upward pressure has passed. Kevin Flanagan Fixed Income FOMC Meeting Wed, 28 Oct 2026 18:00:00 GMT https://www.wisdomtree.com/us/insights/blog/from-demo-to-distribution-what-meta-s-muse-tells-us-about-agents-at-scale https://www.wisdomtree.com/us/insights/blog/from-demo-to-distribution-what-meta-s-muse-tells-us-about-agents-at-scale Meta’s Muse moved from an unreliable prototype to a consumer launch in about seven months, with launch readiness measured against more than 100 agent behaviors. Christopher Gannatti examines what Meta’s approach reveals about reliability, compute demand and the economics of agents at scale. Christopher Gannatti, CFA AI Megatrends Equities Quality Growth Quality for Volatility Tue, 27 Oct 2026 16:08:00 GMT https://www.wisdomtree.com/us/insights/blog/who-gets-paid-for-ai https://www.wisdomtree.com/us/insights/blog/who-gets-paid-for-ai AI investing is shifting from tracking who spends to assessing who gets paid, and who must borrow to keep up. Christopher Gannatti explains how the rebalance of the WisdomTree Artificial Intelligence and Innovation Index changes the exposure of the WisdomTree Artificial Intelligence and Innovation Fund (WTAI), including its allocation to AI platforms, scarce suppliers and companies whose valuations leave little room for error. Christopher Gannatti, CFA AI Megatrends Index Rebalance Series Mon, 26 Oct 2026 12:00:00 GMT https://www.wisdomtree.com/us/insights/blog/capital-efficient-portfolio-construction-in-a-higher-interest-rate-environment https://www.wisdomtree.com/us/insights/blog/capital-efficient-portfolio-construction-in-a-higher-interest-rate-environment Capital-efficient ETFs can preserve a portfolio’s core stock and bond exposures while creating room for liquid alternatives. Andrew Okrongly examines how today’s higher interest rate environment shapes the opportunity. Andrew Okrongly, CFA Capital Efficiency Thu, 22 Oct 2026 18:12:08 GMT https://www.wisdomtree.com/us/insights/blog/darpa-moves-quantum-from-roadmaps-to-hardware-testing-what-stage-c-means https://www.wisdomtree.com/us/insights/blog/darpa-moves-quantum-from-roadmaps-to-hardware-testing-what-stage-c-means DARPA has moved four more companies into hardware testing, bringing the total in Stage C to six across six quantum approaches. Chris Gannatti explains what the milestone means, what it does not establish, and how DARPA’s process relates to WisdomTree Quantum Computing Fund (WQTM). Christopher Gannatti, CFA Quantum computing Megatrends Thu, 22 Oct 2026 16:19:33 GMT https://www.wisdomtree.com/us/insights/blog/india-s-eight-week-slide-heading-into-october-2026 https://www.wisdomtree.com/us/insights/blog/india-s-eight-week-slide-heading-into-october-2026 Indian equities have fallen for eight consecutive weeks, yet domestic investors continue buying as valuations reach six-year lows. Christopher Gannatti examines the forces behind India’s market decline, why the long-term growth thesis may remain intact and what could signal a turnaround. Christopher Gannatti, CFA Emerging Markets India Wed, 21 Oct 2026 19:23:50 GMT https://www.wisdomtree.com/us/insights/blog/investing-in-a-5-bond-world-the-barbell https://www.wisdomtree.com/us/insights/blog/investing-in-a-5-bond-world-the-barbell Growth, sticky inflation, policy uncertainty and Treasury supply have pushed long-term yields to multi-decade highs. Kevin Flanagan outlines a barbell approach for investing in a “5% bond world.” Kevin Flanagan Fixed Income Floating Rate Treasury Wed, 21 Oct 2026 12:57:04 GMT https://www.wisdomtree.com/us/insights/blog/cybersecurity-software-threat-data-rising-budgets-and-what-zscaler-s-numbers-show https://www.wisdomtree.com/us/insights/blog/cybersecurity-software-threat-data-rising-budgets-and-what-zscaler-s-numbers-show Among the ten ransomware groups with the largest reported leaks, stolen data rose 275.8% year over year, even as known ransom payments fell. Christopher Gannatti examines what those threat patterns and Zscaler’s results show about cybersecurity demand. Christopher Gannatti, CFA Cybersecurity Megatrends Tue, 20 Oct 2026 18:04:45 GMT https://www.wisdomtree.com/us/insights/blog/is-memory-still-a-commodity https://www.wisdomtree.com/us/insights/blog/is-memory-still-a-commodity Micron’s latest results point to a memory market where supply remains constrained even as manufacturers spend more on capacity. Christopher Gannatti examines how AI demand and long-term customer agreements may reshape the traditional memory cycle. Christopher Gannatti, CFA AI Megatrends Mon, 19 Oct 2026 21:54:45 GMT https://www.wisdomtree.com/us/insights/blog/the-accord-the-buildout-and-the-vote https://www.wisdomtree.com/us/insights/blog/the-accord-the-buildout-and-the-vote The White House’s new AI accord sets out voluntary safety measures without penalties, as the administration frames AI as a source of national capability. Christopher Gannatti examines what the agreement may signal about the political debate over AI and the regulatory backdrop for the WisdomTree Artificial Intelligence and Innovation Fund (WTAI). Christopher Gannatti, CFA AI Megatrends Fri, 16 Oct 2026 13:08:33 GMT https://www.wisdomtree.com/us/insights/blog/starship-reaches-orbit https://www.wisdomtree.com/us/insights/blog/starship-reaches-orbit Starship reached orbit for the first time on Flight 14, even after an engine loss, but returned hours earlier than planned. Christopher Gannatti examines what the milestone demonstrates, what remains unproven and how the test fits into SpaceX’s broader roadmap. Christopher Gannatti, CFA Space Economy Megatrends Thu, 15 Oct 2026 13:18:00 GMT https://www.wisdomtree.com/us/insights/blog/three-days-inside-quantum-world-congress https://www.wisdomtree.com/us/insights/blog/three-days-inside-quantum-world-congress At Quantum World Congress, the conversation shifted from qubit counts and distant roadmaps to decoders, installed systems and signed contracts. Christopher Gannatti examines what the evidence shows about progress across quantum hardware, software, manufacturing and applications. Christopher Gannatti, CFA Quantum computing Megatrends Thu, 15 Oct 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/when-growth-outruns-earnings https://www.wisdomtree.com/us/insights/blog/when-growth-outruns-earnings Mid-cap growth surged in the second quarter of 2025, raising questions about whether earnings discipline still matters. Chris Gannatti examines how the WisdomTree U.S. MidCap Fund (EZM) applies a profitability screen and earnings weighting across market cycles. Christopher Gannatti, CFA Mid-Caps Equity Wed, 14 Oct 2026 21:23:23 GMT https://www.wisdomtree.com/us/insights/blog/zero-ing-in-on-higher-bond-yields https://www.wisdomtree.com/us/insights/blog/zero-ing-in-on-higher-bond-yields The 10-year U.S. Treasury yield reached 5.36%, its highest level in 20 years, amid a mix of growth, inflation, policy uncertainty and supply pressures. Kevin Flanagan and Maggie Lucier review the case for zero-duration strategies and how they could fit into bond portfolios as investors consider taking on longer-duration exposure. Kevin Flanagan Maggie Lucier Fixed Income Wed, 14 Oct 2026 15:16:24 GMT https://www.wisdomtree.com/us/insights/blog/japan-s-defense-sector-reaches-an-inflection-point https://www.wisdomtree.com/us/insights/blog/japan-s-defense-sector-reaches-an-inflection-point Japan reached its defense spending target two years ahead of schedule, and new taxes and export reforms could support a longer-lasting defense industry cycle. Christopher Gannatti and Baoqi Zhu examine what these policy and market changes could mean for Japanese defense companies and Asia-Pacific defense investing. Christopher Gannatti, CFA Baoqi Zhu International Equities Geopolitical Opportunities Tue, 13 Oct 2026 19:20:48 GMT https://www.wisdomtree.com/us/insights/blog/same-investment-goal-different-starting-point-the-case-for-smas https://www.wisdomtree.com/us/insights/blog/same-investment-goal-different-starting-point-the-case-for-smas Separately managed accounts (SMAs) can give advisors greater flexibility to address taxes, concentrated positions and existing holdings while maintaining a broader portfolio strategy. Ryan Krystopowicz and Lauren Pfendt explore how direct ownership and portfolio-level analysis can help advisors evaluate where SMAs may fit for clients. Ryan Krystopowicz, CFA Lauren Pfendt WisdomTree’s Portfolio Solutions Model Portfolios Advisor Solutions Series Fri, 09 Oct 2026 19:20:00 GMT https://www.wisdomtree.com/us/insights/blog/beyond-60-40-boosting-portfolio-efficiency https://www.wisdomtree.com/us/insights/blog/beyond-60-40-boosting-portfolio-efficiency Adding alternatives to a 60/40 portfolio often means reducing stock or bond allocations. Lonnie Jacobs explains how capital efficient strategies can create room for additional sources of return, and how WisdomTree’s Efficient Core Model Portfolios put that approach to work. Lonnie S. Jacobs Capital Efficiency Efficient Core Fri, 09 Oct 2026 17:00:59 GMT https://www.wisdomtree.com/us/insights/blog/why-the-short-side-matters-again-wisdomtree-long-short-equity-may-be-built-for-today-s-market https://www.wisdomtree.com/us/insights/blog/why-the-short-side-matters-again-wisdomtree-long-short-equity-may-be-built-for-today-s-market As stocks diverge and higher borrowing costs put pressure on weaker businesses, the case for investing on both sides of the market is gaining attention. Jon Flynn explains how the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) seeks to combine core U.S. equity exposure with a distinct long/short return source. Jonathan Flynn Capital Efficiency Fri, 09 Oct 2026 13:06:29 GMT https://www.wisdomtree.com/us/insights/blog/when-small-cap-junk-leads https://www.wisdomtree.com/us/insights/blog/when-small-cap-junk-leads Unprofitable, speculative companies led small caps higher in 2025, leaving earnings-oriented strategies behind. Chris Gannatti examines what market history may reveal about profitability discipline, valuations and performance across market cycles. Christopher Gannatti, CFA Small Caps Equity Thu, 08 Oct 2026 18:05:00 GMT https://www.wisdomtree.com/us/insights/blog/a-new-chapter-in-systematic-alpha-introducing-wsls-and-wtal https://www.wisdomtree.com/us/insights/blog/a-new-chapter-in-systematic-alpha-introducing-wsls-and-wtal WisdomTree expands its systematic alternatives lineup with WSLS and WTAL, two new ETFs designed to pursue differentiated sources of alpha through quantitative long/short strategies. Brian Manby explains how the funds apply this approach across U.S. small caps and global equities. Brian Manby, CFA Capital Efficiency Alternative Thu, 08 Oct 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/data-center-moratoriums-how-worried-should-investors-actually-be https://www.wisdomtree.com/us/insights/blog/data-center-moratoriums-how-worried-should-investors-actually-be More than 300 data center restrictions have fueled concerns that the U.S. AI infrastructure buildout could stall. Chris Gannatti examines project-level evidence suggesting the current impact is more limited: moratoriums are adding friction and changing where projects get built, while favoring developers that can navigate permitting, power and community needs. Christopher Gannatti, CFA AI Megatrends Wed, 07 Oct 2026 21:51:27 GMT https://www.wisdomtree.com/us/insights/blog/opportunities-go-global https://www.wisdomtree.com/us/insights/blog/opportunities-go-global Global opportunities are increasingly being shaped by geopolitics, supply chains and divergent economic conditions. Samuel Rines and Matt Wagner explore why looking beyond U.S.-centric benchmarks, and more closely at markets such as Japan, may reveal differentiated opportunities for investors. Samuel Rines Matt Wagner, CFA Thu, 01 Oct 2026 15:55:00 GMT https://www.wisdomtree.com/us/insights/blog/september-gold-monthly-sell-the-rumour-buy-the-news https://www.wisdomtree.com/us/insights/blog/september-gold-monthly-sell-the-rumour-buy-the-news 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. Christopher Gannatti, CFA Nitesh Shah Capital Efficiency Gold Thu, 01 Oct 2026 14:00:00 GMT https://www.wisdomtree.com/us/insights/blog/higher-bond-yields-go-global https://www.wisdomtree.com/us/insights/blog/higher-bond-yields-go-global Sovereign bond yields are reaching multi-year highs across the U.S., Japan, Germany and the UK as deficit spending, inflation concerns and central bank tightening reshape the global fixed income landscape. Kevin Flanagan Maggie Lucier Fixed Income U.S. Treasuries Wed, 30 Sep 2026 13:00:00 GMT https://www.wisdomtree.com/us/insights/blog/two-roads-to-the-same-megatrend https://www.wisdomtree.com/us/insights/blog/two-roads-to-the-same-megatrend AI is creating new cybersecurity vulnerabilities while giving attackers more powerful tools, making security increasingly central to enterprise technology spending. Chris Gannatti examines how the WisdomTree Cybersecurity Fund (WCBR) offers focused exposure to cybersecurity companies and emerging AI-security themes. Christopher Gannatti, CFA Cybersecurity Megatrends Tue, 29 Sep 2026 16:59:54 GMT https://www.wisdomtree.com/us/insights/blog/beneath-the-qubits https://www.wisdomtree.com/us/insights/blog/beneath-the-qubits The U.S. Department of Energy’s quantum roadmap emphasizes engineering milestones, competing hardware modalities and enabling technologies before any potential national user facility. Chris Gannatti analyzes how those priorities map across the WisdomTree Quantum Computing Fund (WQTM) and where funding uncertainty remains. Christopher Gannatti, CFA Megatrends Quantum computing Mon, 28 Sep 2026 19:50:58 GMT https://www.wisdomtree.com/us/insights/blog/the-return-of-the-de-dollarization-theme-winners-and-losers-in-the-usd40-trillion-debt-era https://www.wisdomtree.com/us/insights/blog/the-return-of-the-de-dollarization-theme-winners-and-losers-in-the-usd40-trillion-debt-era 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. Jonathan Flynn Market News Gold Commodities Emerging Markets Fixed Income International Equities Thu, 24 Sep 2026 20:54:00 GMT https://www.wisdomtree.com/us/insights/blog/gold-in-the-age-of-efficient-capital https://www.wisdomtree.com/us/insights/blog/gold-in-the-age-of-efficient-capital 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. Christopher Gannatti, CFA Capital Efficiency Gold Thu, 24 Sep 2026 20:00:40 GMT https://www.wisdomtree.com/us/insights/blog/the-rule-of-25-what-250-years-of-tech-booms-say-about-ai-spending https://www.wisdomtree.com/us/insights/blog/the-rule-of-25-what-250-years-of-tech-booms-say-about-ai-spending AI-related capital spending has reached roughly $6 trillion, yet remains well short of the 25% of GDP threshold associated with major historical technology-cycle breaks. Chris Gannatti examines what 250 years of technology booms suggest investors should monitor as AI infrastructure spending continues. Christopher Gannatti, CFA AI Quality for Volatility Megatrends Wed, 23 Sep 2026 19:57:00 GMT https://www.wisdomtree.com/us/insights/blog/when-neutral-atoms-meet-rare-earths https://www.wisdomtree.com/us/insights/blog/when-neutral-atoms-meet-rare-earths 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. Christopher Gannatti, CFA Quantum computing Megatrends Capital Efficiency Gold Commodities Wed, 23 Sep 2026 17:56:00 GMT https://www.wisdomtree.com/us/insights/blog/custom-models-your-way-powered-by-a-shared-cio https://www.wisdomtree.com/us/insights/blog/custom-models-your-way-powered-by-a-shared-cio Portfolio customization can help advisors address taxes, legacy holdings and implementation constraints without losing sight of disciplined portfolio construction. Ryan Krystopowicz and Andrew Okrongly explore how open architecture, flexible implementation and access to a broader investment toolkit can help create portfolios built around investor objectives. Ryan Krystopowicz, CFA Andrew Okrongly, CFA WisdomTree’s Portfolio Solutions Model Portfolios Advisor Insights Tue, 22 Sep 2026 20:23:00 GMT https://www.wisdomtree.com/us/insights/blog/what-a-two-hour-conversation-about-wafers-and-watts-tells-us-about-the-ai-supply-chain https://www.wisdomtree.com/us/insights/blog/what-a-two-hour-conversation-about-wafers-and-watts-tells-us-about-the-ai-supply-chain Frontier AI labs could absorb roughly 40% to 50% of incremental global compute additions in 2027, intensifying pressure across chips, memory, power and infrastructure. Chris Gannatti examines how Dylan Patel’s AI compute framework connects to companies across the supply chain and the WisdomTree Artificial Intelligence and Innovation Fund (WTAI). Christopher Gannatti, CFA AI Megatrends Tue, 22 Sep 2026 17:45:00 GMT https://www.wisdomtree.com/us/insights/blog/when-do-you-start-paying-attention-a-lesson-from-nvidia-s-2018-financial-results https://www.wisdomtree.com/us/insights/blog/when-do-you-start-paying-attention-a-lesson-from-nvidia-s-2018-financial-results NVIDIA’s revenue grew roughly 22-fold from fiscal 2018 to fiscal 2026, years after the foundational research behind today’s AI boom first appeared. Chris Gannatti and Sam Rines examine whether quantum computing could be experiencing a similarly quiet period when paying attention matters most. Christopher Gannatti, CFA Samuel Rines Quantum computing AI Mon, 21 Sep 2026 16:21:49 GMT https://www.wisdomtree.com/us/insights/blog/launch-as-infrastructure-what-spacex-s-100th-mission-of-2026-tells-investors https://www.wisdomtree.com/us/insights/blog/launch-as-infrastructure-what-spacex-s-100th-mission-of-2026-tells-investors SpaceX reached 100 Falcon launches by August 22, underscoring how quickly routine access to orbit is scaling. Christopher Gannatti explains why launch cadence, not any single mission, may be the signal investors should watch as space shifts from spectacle to infrastructure. Christopher Gannatti, CFA Space Economy Megatrends Fri, 18 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/what-would-you-do-with-9-extra-hours-a-week https://www.wisdomtree.com/us/insights/blog/what-would-you-do-with-9-extra-hours-a-week Advisors outsourcing at least 20% of their assets reported saving 9.1 hours per week, nearly 12 standard workweeks annually. Ryan Krystopowicz examines how advisors can turn that reclaimed capacity into greater value for clients and their practices. Ryan Krystopowicz, CFA WisdomTree’s Portfolio Solutions Model Portfolios Advisor Solutions Series Thu, 17 Sep 2026 14:58:06 GMT https://www.wisdomtree.com/us/insights/blog/what-s-happening-in-the-prices-of-rare-earth-elements https://www.wisdomtree.com/us/insights/blog/what-s-happening-in-the-prices-of-rare-earth-elements 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. Christopher Gannatti, CFA Capital Efficiency Gold Commodities Thu, 17 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/fed-watch-finally-walkin-the-walk https://www.wisdomtree.com/us/insights/blog/fed-watch-finally-walkin-the-walk At the September FOMC meeting, the Fed raised rates by 25 basis points to 3.75%–4.00% amid persistent inflation pressures. Kevin Flanagan explains why the move may not be the last hike investors see this year. Kevin Flanagan Fixed Income FOMC Meeting Wed, 16 Sep 2026 18:03:17 GMT https://www.wisdomtree.com/us/insights/blog/from-see-s-candies-to-a-systematic-strategy-the-case-for-quality-and-growth https://www.wisdomtree.com/us/insights/blog/from-see-s-candies-to-a-systematic-strategy-the-case-for-quality-and-growth Decades of research suggest profitability can be a powerful marker of quality, and growth may be more compelling when paired with it. Chris Gannatti explains how the WisdomTree U.S. Quality Growth Fund (QGRW) systematically combines profitability with realized and expected growth to target companies with the potential to compound value. Christopher Gannatti, CFA Quality Growth Equities Wed, 16 Sep 2026 15:58:19 GMT https://www.wisdomtree.com/us/insights/blog/the-case-for-small-cap-investing-a-cyclical-story-not-a-broken-one https://www.wisdomtree.com/us/insights/blog/the-case-for-small-cap-investing-a-cyclical-story-not-a-broken-one Small-cap stocks are stuck in one of the deepest, most prolonged stretches of underperformance in nearly 90 years of market history, fueling doubts that the size premium still exists. Christopher Gannatti examines decades of academic research to make the case that quality and valuation, not size alone, determine when and how small caps outperform. Christopher Gannatti, CFA Small Caps Tue, 15 Sep 2026 14:31:15 GMT https://www.wisdomtree.com/us/insights/blog/ai-s-growing-debt-appetite-why-this-time-may-be-different https://www.wisdomtree.com/us/insights/blog/ai-s-growing-debt-appetite-why-this-time-may-be-different Jumbo U.S. investment-grade bond deals have already topped $384 billion in 2026, led overwhelmingly by Technology issuers. Behnood Noei examines what that concentration means for credit and duration risk, and how the WisdomTree U.S. Corporate Bond Fund (QIG) is positioned in response. Behnood Noei, CFA Fixed Income Fri, 11 Sep 2026 16:26:18 GMT https://www.wisdomtree.com/us/insights/blog/quantum-computing-and-the-race-to-commercialization-dr-subodh-kulkarni-ceo-of-rigetti-computing-on-the-next-big-thing https://www.wisdomtree.com/us/insights/blog/quantum-computing-and-the-race-to-commercialization-dr-subodh-kulkarni-ceo-of-rigetti-computing-on-the-next-big-thing Rigetti Computing has built one of the only quantum computing chips in the world exceeding 100 qubits, alongside Google and IBM. On The Next Big Thing podcast, Chris Gannatti and Mobeen Tahir sit down with Rigetti CEO Subodh Kulkarni to explore how an open, modular architecture and a relentless focus on qubit fidelity could determine which companies actually reach commercial quantum advantage. Christopher Gannatti, CFA Mobeen Tahir Quantum computing Megatrends Fri, 11 Sep 2026 16:20:17 GMT https://www.wisdomtree.com/us/insights/blog/don-t-chase-unitree-own-the-physical-ai-ecosystem https://www.wisdomtree.com/us/insights/blog/don-t-chase-unitree-own-the-physical-ai-ecosystem Unitree’s Shanghai debut sent its market value near $50 billion, but quadrupeds outsold humanoids nearly six to one and few robots are yet in real commercial use. Christopher Gannatti argues that chasing a single IPO risks mistaking an early waypoint in the Physical AI journey for its destination. Christopher Gannatti, CFA Megatrends Thu, 10 Sep 2026 19:40:04 GMT https://www.wisdomtree.com/us/insights/blog/what-some-of-the-recent-additions-to-wqtm-tell-us https://www.wisdomtree.com/us/insights/blog/what-some-of-the-recent-additions-to-wqtm-tell-us Eight new additions to the WisdomTree Quantum Computing Fund (WQTM) reveal where the quantum supply chain is actually forming, in photonics, cryogenics and compilers rather than in qubit counts. Chris Gannatti examines what each addition, from IQM to Soitec, tells us about the maturing quantum ecosystem. Christopher Gannatti, CFA Quantum computing Megatrends Thu, 10 Sep 2026 14:31:00 GMT https://www.wisdomtree.com/us/insights/blog/four-markets-one-basket-a-mental-model-for-commodities-into-2027 https://www.wisdomtree.com/us/insights/blog/four-markets-one-basket-a-mental-model-for-commodities-into-2027 Copper inventories are sliding toward multi-decade lows, gold has given back nearly a fifth of its January highs and energy markets face a deepening supply deficit, four commodity stories moving in entirely different directions in 2026. Chris Gannatti explains how the WisdomTree Enhanced Commodity Strategy Fund (GCC)’s active sector weighting and carry-aware roll strategy account for these divergent forces across energy, metals and agriculture heading into 2027. Christopher Gannatti, CFA Alternative Commodities Wed, 09 Sep 2026 19:52:32 GMT https://www.wisdomtree.com/us/insights/blog/the-bond-market-is-just-doing-its-job https://www.wisdomtree.com/us/insights/blog/the-bond-market-is-just-doing-its-job UST yields are climbing back to more “normal” historical levels, but the sell-off has stayed orderly, with no liquidity or funding stress in sight. Kevin Flanagan and Maggie Lucier explain why rising rates reflect the bond market simply doing its job, and how WisdomTree’s Zero Duration Suite can help portfolios adapt. Kevin Flanagan Maggie Lucier Fixed Income Wed, 09 Sep 2026 19:47:31 GMT https://www.wisdomtree.com/us/insights/blog/watching-the-frontier https://www.wisdomtree.com/us/insights/blog/watching-the-frontier A quantum computing index just made three moves in one week that say more about the sector’s maturation than any single headline could. Christopher Gannatti explains why the WisdomTree Classiq Quantum Computing Index added newly public Pasqal, boosted Quantinuum and trimmed Quantum Computing Inc. Christopher Gannatti, CFA Quantum computing Megatrends Wed, 09 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/europe-s-reputation-problem-four-myths-the-market-keeps-repeating https://www.wisdomtree.com/us/insights/blog/europe-s-reputation-problem-four-myths-the-market-keeps-repeating For years, “Europe” has been shorthand for underweight, but the data behind that story looks considerably shakier than it did just a few years ago. Chris Gannatti examines four persistent myths about European equities and how the WisdomTree European Opportunities Fund (OPPE) is positioned around what the data actually shows. Christopher Gannatti, CFA International Equities Europe Geopolitical Opportunities Tue, 08 Sep 2026 22:09:00 GMT https://www.wisdomtree.com/us/insights/blog/what-uber-s-drone-delivery-bet-may-be-signaling https://www.wisdomtree.com/us/insights/blog/what-uber-s-drone-delivery-bet-may-be-signaling Zipline’s second million deliveries took just 699 days, down from 2,684 days for its first million, a pace that set the stage for Uber’s drone delivery bet. Chris Gannatti examines what the Uber and Zipline partnership actually signals for investors sizing the physical AI and drone theme. Christopher Gannatti, CFA Megatrends Thu, 03 Sep 2026 15:00:26 GMT https://www.wisdomtree.com/us/insights/blog/why-small-cap-quality-may-be-ready-to-lead https://www.wisdomtree.com/us/insights/blog/why-small-cap-quality-may-be-ready-to-lead Small-cap quality has trailed the market's least profitable names for years, but the gap now ranks among the widest in six decades of data. Chris Gannatti examines whether this extreme divergence signals a turning point for the WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) relative to the iShares Russell 2000 ETF (IWM). Christopher Gannatti, CFA Small Caps Quality Dividend Growth Equity Thu, 03 Sep 2026 13:03:14 GMT https://www.wisdomtree.com/us/insights/blog/what-nvidia-s-august-2026-print-actually-tells-us-about-the-ai-buildout https://www.wisdomtree.com/us/insights/blog/what-nvidia-s-august-2026-print-actually-tells-us-about-the-ai-buildout NVIDIA’s August 2026 results offer a revealing snapshot of the AI buildout, with bottlenecks shifting toward memory, power and advanced packaging even as demand broadens beyond traditional hyperscalers. Chris Gannatti examine what these trends could mean for AI infrastructure spending and for the WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and WisdomTree U.S. Quality Growth Fund (QGRW). Christopher Gannatti, CFA AI Megatrends Wed, 02 Sep 2026 14:04:42 GMT https://www.wisdomtree.com/us/insights/blog/following-the-capital-through-geopolitical-change https://www.wisdomtree.com/us/insights/blog/following-the-capital-through-geopolitical-change Geopolitical disruption is reshaping defense, infrastructure, technology and global supply chains, and creating investment opportunities alongside the risks. Sam Rines, Kevin Flanagan & Alejandro Saltiel explore how investors can focus on the companies positioned to benefit from that response, including through WisdomTree’s Opportunity Suite. Samuel Rines Kevin Flanagan Alejandro Saltiel, CFA Geopolitical Opportunities Japan Europe International Equities Tue, 01 Sep 2026 13:48:58 GMT https://www.wisdomtree.com/us/insights/blog/when-markets-zigzag-trend-followers-can-shine https://www.wisdomtree.com/us/insights/blog/when-markets-zigzag-trend-followers-can-shine A dollar invested in the WisdomTree Managed Futures Strategy Fund (WTMF) held steady while the classic 60/40 portfolio dropped nearly four cents amid 2026’s market stress. Chris Gannatti examines the attribution data behind WTMF’s performance and what it reveals about the case for managed futures. Christopher Gannatti, CFA Managed Futures Alternative Commodities Tue, 01 Sep 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/japan-s-second-half-why-the-post-ai-rally-rotation-may-favor-oppj https://www.wisdomtree.com/us/insights/blog/japan-s-second-half-why-the-post-ai-rally-rotation-may-favor-oppj Japan’s momentum trade unwound with historic force in late July 2026, exposing the risk of narrow, AI-driven concentration. Chris Gannatti examines how the WisdomTree Japan Opportunities Fund (OPPJ)’s governance, shareholder yield and GeoAlpha sleeves are built for a broadening market. Christopher Gannatti, CFA Japan International Equities Geopolitical Opportunities Mon, 31 Aug 2026 13:34:50 GMT https://www.wisdomtree.com/us/insights/blog/wqtm-s-august-2026-rebalance-what-are-some-of-the-top-holdings-doing https://www.wisdomtree.com/us/insights/blog/wqtm-s-august-2026-rebalance-what-are-some-of-the-top-holdings-doing Quantinuum and IQM Quantum Computers just reported their first quarterly results as public companies, joining a quantum computing sector now defined by real revenue and real scrutiny. Chris Gannatti breaks down what the WisdomTree Quantum Computing Fund’s (WQTM) August 2026 rebalance reveals about the maturing quantum ecosystem. Christopher Gannatti, CFA Quantum computing Megatrends Fri, 28 Aug 2026 13:21:15 GMT https://www.wisdomtree.com/us/insights/blog/gold-monthly-august-2026-sentiment-turns-more-positive https://www.wisdomtree.com/us/insights/blog/gold-monthly-august-2026-sentiment-turns-more-positive 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. Christopher Gannatti, CFA Nitesh Shah Capital Efficiency Gold Commodities Thu, 27 Aug 2026 20:35:00 GMT https://www.wisdomtree.com/us/insights/blog/q2-earnings-season-confirmed-the-ai-infrastructure-thesis-and-revealed-what-may-come-next https://www.wisdomtree.com/us/insights/blog/q2-earnings-season-confirmed-the-ai-infrastructure-thesis-and-revealed-what-may-come-next AI infrastructure has become the single biggest driver of corporate profit growth in the S&P 500 Index. Chris Gannatti examines what Q2 2026 earnings confirmed about the AI infrastructure thesis behind the WisdomTree Artificial Intelligence and Innovation Fund (WTAI), and where the opportunity may shift next. Christopher Gannatti, CFA Quantum computing Megatrends Tue, 25 Aug 2026 21:36:00 GMT https://www.wisdomtree.com/us/insights/blog/precious-metals-battery-materials-and-the-future-of-mining-dr-richard-stewart-ceo-of-sibanye-stillwater-on-the-next-big-thing https://www.wisdomtree.com/us/insights/blog/precious-metals-battery-materials-and-the-future-of-mining-dr-richard-stewart-ceo-of-sibanye-stillwater-on-the-next-big-thing 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). Christopher Gannatti, CFA Mobeen Tahir Capital Efficiency Gold Commodities Tue, 25 Aug 2026 21:11:00 GMT https://www.wisdomtree.com/us/insights/blog/bessent-and-warsh-go-down-the-jackson-hole https://www.wisdomtree.com/us/insights/blog/bessent-and-warsh-go-down-the-jackson-hole Treasury yields have climbed to levels not seen since before the 2007 Financial Crisis, and the Treasury Department’s latest buyback push barely dented the trend. Kevin Flanagan examines why the bond market remains in “selling on strength” mode ahead of Fed Chair Warsh’s first Jackson Hole appearance. Kevin Flanagan Fixed Income U.S. Treasuries Mon, 24 Aug 2026 20:21:00 GMT https://www.wisdomtree.com/us/insights/blog/gold-miners-in-2026-beneath-the-surface-the-case-is-building https://www.wisdomtree.com/us/insights/blog/gold-miners-in-2026-beneath-the-surface-the-case-is-building 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. Christopher Gannatti, CFA Capital Efficiency Gold Thu, 20 Aug 2026 20:23:00 GMT https://www.wisdomtree.com/us/insights/blog/what-the-quantinuum-oracle-partnership-signals-for-enterprise-computing https://www.wisdomtree.com/us/insights/blog/what-the-quantinuum-oracle-partnership-signals-for-enterprise-computing Oracle, a company whose database and cloud infrastructure underpins enterprise IT globally, has concluded that quantum computing belongs on its roadmap. Christopher Gannatti examines what the Quantinuum-Oracle partnership signals about enterprise quantum adoption and what it means for the WisdomTree Quantum Computing Fund (WQTM). Christopher Gannatti, CFA Quantum computing Megatrends Thu, 20 Aug 2026 19:19:00 GMT https://www.wisdomtree.com/us/insights/blog/from-ban-to-tariff-wall-how-u-s-drone-policy-is-reshaping-the-global-supply-chain https://www.wisdomtree.com/us/insights/blog/from-ban-to-tariff-wall-how-u-s-drone-policy-is-reshaping-the-global-supply-chain In August 2026, the U.S. imposed tariffs of up to 100% on imported drones, marking the third layer of a seven-year policy effort to restrict Chinese drone technology. Christopher Gannatti examines how the layered tariff and market access architecture reshapes competitive dynamics across the WisdomTree Physical AI, Humanoids, and Drones Fund’s (WDRN) holdings. Christopher Gannatti, CFA Megatrends Wed, 19 Aug 2026 18:01:00 GMT https://www.wisdomtree.com/us/insights/blog/india-s-equity-markets-could-be-seeing-an-alignment-of-tailwinds https://www.wisdomtree.com/us/insights/blog/india-s-equity-markets-could-be-seeing-an-alignment-of-tailwinds India's equity upgrade ratio is running at one of its best levels in more than three years, foreign positioning remains unusually light, and credit growth has hit a decade high. Christopher Gannatti examines whether the confluence of earnings, consumption, and capital flow signals marks the beginning of a meaningful turn for Indian equities. Christopher Gannatti, CFA India Emerging Markets Wed, 19 Aug 2026 17:02:00 GMT https://www.wisdomtree.com/us/insights/blog/when-markets-get-complicated-your-toolkit-should-be-ready https://www.wisdomtree.com/us/insights/blog/when-markets-get-complicated-your-toolkit-should-be-ready In 2022, the S&P 500 fell roughly 18% and the Bloomberg U.S. Aggregate Bond Index fell roughly 13%, the worst year for the 60/40 framework in decades. Christopher Gannatti makes the case for why the structural conditions behind that breakdown have not fully resolved, and why the WisdomTree Managed Futures Strategy Fund (WTMF) deserves a serious look in today’s persistently uncertain market. Christopher Gannatti, CFA Alternative Managed Futures Commodities Tue, 18 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/how-to-evaluate-a-u-s-core-equity-blend https://www.wisdomtree.com/us/insights/blog/how-to-evaluate-a-u-s-core-equity-blend Building a core U.S. equity allocation doesn't have to mean defaulting to cap-weighted concentration. Christopher Gannatti makes the case for a 50/50 blend of the WisdomTree U.S. Quality Growth Fund (QGRW) and the WisdomTree U.S. Value Fund (WTV), evaluating the combination across five distinct lenses: performance, valuation, shareholder yield, quality, and Magnificent 7 exposure. Christopher Gannatti, CFA Value Investing Quality Growth Quality for Volatility Tue, 18 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/what-the-fcc-s-latest-action-means-for-physical-ai-investors https://www.wisdomtree.com/us/insights/blog/what-the-fcc-s-latest-action-means-for-physical-ai-investors The FCC's July 2026 Covered List update effectively bans new foreign-produced robots from the U.S. market, placing physical AI at the center of national security policy. Christopher Gannatti analyzes what that means for investors in the WisdomTree Physical AI, Humanoids, and Drones Fund (WDRN) and why the fund's construction anticipated this policy direction. Christopher Gannatti, CFA Megatrends Mon, 17 Aug 2026 13:56:00 GMT https://www.wisdomtree.com/us/insights/blog/the-advisor-s-front-door-has-moved-online-from-referral-to-relationship https://www.wisdomtree.com/us/insights/blog/the-advisor-s-front-door-has-moved-online-from-referral-to-relationship A financial advisor's first impression is no longer made in the office. It is made online. Ryan Krystopowicz explains why digital presence has become the bridge between referral and relationship, and what advisors must do to earn trust before the first conversation. Ryan Krystopowicz, CFA WisdomTree’s Portfolio Solutions Model Portfolios Advisor Insights Thu, 13 Aug 2026 19:48:00 GMT https://www.wisdomtree.com/us/insights/blog/high-yield-in-2026-quality-is-the-differentiator https://www.wisdomtree.com/us/insights/blog/high-yield-in-2026-quality-is-the-differentiator High yield default rates are holding at 1.9%, even as markets price in one to two Fed rate hikes for 2026. Behnood Noei examines how WisdomTree's high yield products have navigated this year's volatility and why disciplined issuer selection is becoming the defining factor in high yield performance. Behnood Noei, CFA Fixed Income Thu, 13 Aug 2026 14:38:13 GMT https://www.wisdomtree.com/us/insights/blog/while-everyone-watched-ibm-s-stock-crash-the-company-made-a-significant-quantum-move https://www.wisdomtree.com/us/insights/blog/while-everyone-watched-ibm-s-stock-crash-the-company-made-a-significant-quantum-move IBM's biggest stock plunge in decades may have overshadowed one of its most important quantum computing moves yet. Christopher Gannatti explains why IBM's acquisition of HRL Laboratories could strengthen its long-term leadership in quantum hardware and manufacturing. Christopher Gannatti, CFA Quantum computing Megatrends Wed, 12 Aug 2026 15:34:00 GMT https://www.wisdomtree.com/us/insights/blog/yen-intervention-buys-time-but-the-boj-holds-the-key https://www.wisdomtree.com/us/insights/blog/yen-intervention-buys-time-but-the-boj-holds-the-key Japan just deployed what may be the largest single-day currency intervention on record, and the U.S. helped foot the bill. Christopher Gannatti and Aneeka Gupta analyze why this move carries more weight than previous attempts, and why the Bank of Japan ultimately holds the key to a durable yen recovery. Christopher Gannatti, CFA Aneeka Gupta Japan International Equities Wed, 12 Aug 2026 13:22:51 GMT https://www.wisdomtree.com/us/insights/blog/what-s-driving-treasury-yields-higher https://www.wisdomtree.com/us/insights/blog/what-s-driving-treasury-yields-higher AI-related debt issuance has surpassed $500 billion in 2026 alone, crowding bond markets already strained by a nearly $2.0 trillion U.S. budget deficit. Kevin Flanagan and Maggie Lucier explain what is driving Treasury yields to multi-decade highs and make the case for a zero-duration approach to managing interest rate risk. Kevin Flanagan Maggie Lucier Fixed Income Wed, 12 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/two-stock-stories-that-bolstered-qgrw-in-july https://www.wisdomtree.com/us/insights/blog/two-stock-stories-that-bolstered-qgrw-in-july The NASDAQ 100 fell 6.6% in July. Brian Manby explains how the WisdomTree U.S. Quality Growth Fund (QGRW) limited its decline to 1.6% by exiting Tesla before a 22% slide and maintaining Amazon amid an ongoing style debate. Brian Manby, CFA Quality Growth Equity Quality for Volatility Tue, 11 Aug 2026 18:02:13 GMT https://www.wisdomtree.com/us/insights/blog/spacex-as-platform-what-a-value-investor-found-when-he-did-the-engineering-work https://www.wisdomtree.com/us/insights/blog/spacex-as-platform-what-a-value-investor-found-when-he-did-the-engineering-work SpaceX isn't just trying to build a better rocket. It's aiming to slash launch costs by orders of magnitude, potentially reshaping the economics of space. Christopher Gannatti explores why value investor Christopher Begg believes Starship could become the "App Store for space" and what that means for investors. Christopher Gannatti, CFA Space Economy Megatrends Tue, 11 Aug 2026 16:13:00 GMT https://www.wisdomtree.com/us/insights/blog/two-ways-to-access-european-defense-market-capitalization-vs-thematic-conviction https://www.wisdomtree.com/us/insights/blog/two-ways-to-access-european-defense-market-capitalization-vs-thematic-conviction European defense spending is undergoing its biggest structural shift in decades, but not every defense ETF captures that trend the same way. Christopher Gannatti explains why index construction matters and compares market cap exposure with a thematic approach built around Europe's rearmament cycle. Christopher Gannatti, CFA International Equities Geopolitical Opportunities Europe Mon, 10 Aug 2026 16:59:00 GMT https://www.wisdomtree.com/us/insights/blog/how-real-companies-are-navigating-the-quantum-computing-journey https://www.wisdomtree.com/us/insights/blog/how-real-companies-are-navigating-the-quantum-computing-journey IBM's worst-ever stock drop dominated headlines, but investors may have missed one of its biggest quantum moves. Christopher Gannatti explains why IBM's acquisition of HRL Laboratories could strengthen its long-term strategy for scaling quantum computing. Christopher Gannatti, CFA Megatrends Quantum computing Mon, 10 Aug 2026 14:29:00 GMT https://www.wisdomtree.com/us/insights/blog/em-local-debt-staying-selective-through-the-persian-gulf-conflict https://www.wisdomtree.com/us/insights/blog/em-local-debt-staying-selective-through-the-persian-gulf-conflict Emerging market debt has stayed resilient, but geopolitical risks are making country selection more important than ever. Behnood Noei explains why the WisdomTree Emerging Markets Local Debt Fund (ELD) has outperformed and where opportunities remain. Behnood Noei, CFA Fixed Income Emerging Markets Thu, 06 Aug 2026 15:15:00 GMT https://www.wisdomtree.com/us/insights/blog/still-built-for-any-market-how-blending-growth-and-value-creates-a-stronger-core https://www.wisdomtree.com/us/insights/blog/still-built-for-any-market-how-blending-growth-and-value-creates-a-stronger-core After years of growth dominance, 2026 has been a reminder that market leadership can shift fast. Christopher Gannatti explains why a 50/50 blend of quality growth and value may offer a more resilient core without having to predict the next market winner. Christopher Gannatti, CFA Value Investing Quality Growth Quality for Volatility Thu, 06 Aug 2026 13:03:52 GMT https://www.wisdomtree.com/us/insights/blog/looking-to-avoid-the-mag-7-in-the-second-half-of-2026 https://www.wisdomtree.com/us/insights/blog/looking-to-avoid-the-mag-7-in-the-second-half-of-2026 The WisdomTree U.S. High Dividend Fund has outperformed the S&P 500 so far in 2026, even while largely avoiding the Magnificent 7. Christopher Gannatti explains how the strategy offers a different path to U.S. equity exposure without relying on mega-cap tech. Christopher Gannatti, CFA Equity Dividends Wed, 05 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/the-biorevolution-has-accelerated https://www.wisdomtree.com/us/insights/blog/the-biorevolution-has-accelerated From obesity therapies to AI-powered diagnostics, the BioRevolution is moving from promise to progress. Christopher Gannatti analyzes the company-specific catalysts behind the WisdomTree BioRevolution Fund's (WDNA) recent acceleration and what they could mean for the theme going forward. Christopher Gannatti, CFA BioRevolution Megatrends Wed, 05 Aug 2026 11:00:00 GMT https://www.wisdomtree.com/us/insights/blog/didn-t-we-go-through-the-saas-pacolypse https://www.wisdomtree.com/us/insights/blog/didn-t-we-go-through-the-saas-pacolypse Everyone thought AI would kill cybersecurity software, but the sector has staged a strong comeback. Christopher Gannatti explains why the "SaaS-pacolypse" may have been overblown and why AI is expanding demand for cybersecurity platforms instead of replacing them. Christopher Gannatti, CFA Cybersecurity Megatrends Tue, 04 Aug 2026 15:47:00 GMT https://www.wisdomtree.com/us/insights/blog/is-the-bond-market-putting-warsh-in-a-corner https://www.wisdomtree.com/us/insights/blog/is-the-bond-market-putting-warsh-in-a-corner Long-term Treasury yields have surged following the July FOMC meeting, as limited forward guidance raised questions about the Fed’s policy reaction function. Kevin Flanagan examines whether persistent inflation and resilient labor data could leave Chair Warsh boxed into a rate hike and what heightened duration and volatility risks mean for bond investors. Kevin Flanagan Fixed Income Tue, 04 Aug 2026 10:00:00 GMT https://www.wisdomtree.com/us/insights/blog/asia-s-defense-spending-surge https://www.wisdomtree.com/us/insights/blog/asia-s-defense-spending-surge Asia's defense spending could climb from roughly $700 billion in 2026 to as much as $1.2 trillion by 2030. The bigger story is where that money is going. Christopher Gannatti explains why a shift toward capital-intensive defense spending could create a long runway for companies across Asia's defense supply chain. Christopher Gannatti, CFA International Equities Geopolitical Opportunities Mon, 03 Aug 2026 13:32:00 GMT https://www.wisdomtree.com/us/insights/blog/tax-aware-portfolio-transitions-why-the-transition-matters-as-much-as-the-portfolio https://www.wisdomtree.com/us/insights/blog/tax-aware-portfolio-transitions-why-the-transition-matters-as-much-as-the-portfolio Taxes can be one of the biggest obstacles to implementing a better investment strategy. Kara Dombroski explores how tax-aware portfolio transitions can help advisors improve portfolio alignment, manage risk and enhance after-tax outcomes while strengthening client relationships. Kara Dombroski WisdomTree’s Portfolio Solutions Model Portfolios Advisor Solutions Series Mon, 03 Aug 2026 13:07:07 GMT https://www.wisdomtree.com/us/insights/blog/gold-monthly-from-higher-rates-to-higher-uncertainty-as-we-end-july-2026 https://www.wisdomtree.com/us/insights/blog/gold-monthly-from-higher-rates-to-higher-uncertainty-as-we-end-july-2026 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. Christopher Gannatti, CFA Aneeka Gupta Capital Efficiency Gold Fri, 31 Jul 2026 17:58:00 GMT https://www.wisdomtree.com/us/insights/blog/ankara-reckoning-nato-summit-s-impact-on-european-defense https://www.wisdomtree.com/us/insights/blog/ankara-reckoning-nato-summit-s-impact-on-european-defense Political headlines dominated the NATO summit in Ankara, but the real story is Europe's accelerating defense buildout. Christopher Gannatti and Aneeka Gupta explain why the structural commitments, industrial consolidation and long-term spending plans could underpin a multi-year investment cycle. Christopher Gannatti, CFA Aneeka Gupta International Equities Geopolitical Opportunities Europe Thu, 30 Jul 2026 15:31:00 GMT https://www.wisdomtree.com/us/insights/blog/spacex-and-the-ai-infrastructure-frontier-a-new-growth-story-for-the-space-economy https://www.wisdomtree.com/us/insights/blog/spacex-and-the-ai-infrastructure-frontier-a-new-growth-story-for-the-space-economy AI infrastructure spending is reshaping more than data centers. It could redefine the space economy. Christopher Gannatti explains why SpaceX's AI ambitions are expanding its investment story beyond launches and makes the case that orbital compute could become the company's next major growth engine. Christopher Gannatti, CFA Megatrends Space Economy Thu, 30 Jul 2026 14:10:00 GMT https://www.wisdomtree.com/us/insights/blog/fed-watch-is-it-a-matter-of-when-not-if https://www.wisdomtree.com/us/insights/blog/fed-watch-is-it-a-matter-of-when-not-if The Fed kept rates unchanged at the July FOMC meeting, but markets are increasingly focused on the prospect of future hikes. Kevin Flanagan explains why the next move may be a matter of when, not if, and what investors should watch in the months ahead. Kevin Flanagan Fixed Income FOMC Meeting Wed, 29 Jul 2026 18:04:27 GMT https://www.wisdomtree.com/us/insights/blog/the-ai-factory-supply-chain-what-wtai-s-july-2026-rebalance-is-really-saying https://www.wisdomtree.com/us/insights/blog/the-ai-factory-supply-chain-what-wtai-s-july-2026-rebalance-is-really-saying AI investing has moved beyond chip designers. The biggest shift in the WisdomTree Artificial Intelligence and Innovation Fund's (WTAI) July rebalance is toward the machines that manufacture them. Christopher Gannatti explains why the next phase of AI leadership may be determined by the supply chain that can scale compute, not just create it. Christopher Gannatti, CFA AI Megatrends Wed, 29 Jul 2026 17:48:11 GMT https://www.wisdomtree.com/us/insights/blog/when-the-contract-is-the-thesis-how-micron-s-earnings-solidified-our-ai-bottlenecks-thesis https://www.wisdomtree.com/us/insights/blog/when-the-contract-is-the-thesis-how-micron-s-earnings-solidified-our-ai-bottlenecks-thesis AI's biggest bottleneck may not be compute. It may be the infrastructure behind it. Christopher Gannatti explains how Micron's latest earnings reinforce the case that memory and the broader AI supply chain are becoming strategic assets, validating the WisdomTree Artificial Intelligence and Innovation Fund’s (WTAI) bottleneck thesis. Christopher Gannatti, CFA AI Megatrends Wed, 29 Jul 2026 14:45:59 GMT https://www.wisdomtree.com/us/insights/blog/what-a-big-week-in-trapped-ion-quantum-computing-actually-means https://www.wisdomtree.com/us/insights/blog/what-a-big-week-in-trapped-ion-quantum-computing-actually-means Two major breakthroughs in trapped-ion quantum computing landed within 48 hours, but they point to two very different paths toward scaling the technology. Christopher Gannatti explains why Quantinuum and IonQ are not in a race so much as they are making fundamentally different architectural bets that investors should understand. Christopher Gannatti, CFA Quantum computing Megatrends Tue, 28 Jul 2026 14:25:04 GMT https://www.wisdomtree.com/us/insights/blog/why-western-governments-entered-the-rare-earth-metals-business https://www.wisdomtree.com/us/insights/blog/why-western-governments-entered-the-rare-earth-metals-business 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. Christopher Gannatti, CFA Capital Efficiency Gold Commodities Fri, 24 Jul 2026 19:05:54 GMT https://www.wisdomtree.com/us/insights/blog/the-big-shareholder-diluters-are-out-of-vogue https://www.wisdomtree.com/us/insights/blog/the-big-shareholder-diluters-are-out-of-vogue Share buybacks are making a comeback as investors grow less tolerant of shareholder dilution. Jeff Weniger explains why the market is rewarding companies reducing share count, and what that could mean for Financials and other buyback leaders. Jeff Weniger, CFA Equities Fri, 24 Jul 2026 18:27:06 GMT https://www.wisdomtree.com/us/insights/blog/zen-and-the-art-of-beefy-propellers-how-quantum-computing-changes-everything-in-drone-propeller-design https://www.wisdomtree.com/us/insights/blog/zen-and-the-art-of-beefy-propellers-how-quantum-computing-changes-everything-in-drone-propeller-design The next breakthrough in drones may have nothing to do with batteries and everything to do with rethinking the propeller. Christopher Gannatti explains how quantum computing could overturn decades of conventional design and unlock a new generation of higher performance, lower-cost drones. Christopher Gannatti, CFA Justin Call Abhi Chopra Quantum computing Megatrends Fri, 24 Jul 2026 15:36:35 GMT