The ‘AI trade’ has become the organizing principle of global equity markets. Investors parse order backlogs at chip makers, model power consumption at hyperscalers, and debate whether the buildout ...

With 10-year Treasury yields near 4.5% and real yields above 2%, bonds are starting to regain their role as effective recession hedges, strengthening the case for capital-efficient portfolios like the ...

Head of Indexes, U.S. The anticipated IPO of SpaceX has become one of the most closely watched events in global equity markets. In response, some index providers have made special accommodations to ...

At the June FOMC meeting, Chair Kevin Warsh and policymakers left the fed funds rate unchanged at 3.50%–3.75%, but rising inflation pressures and a firmer labor ...

AI’s biggest constraints have shifted from GPUs to memory bandwidth and optical networking, making these infrastructure bottlenecks some of the most important investment themes in 2026. AI strategies ...

Something notable happened on May 21, 2026. The U.S. Commerce Department announced it would award $2 billion in grants to nine quantum-computing companies, and take a minority equity stake in each one ...

The May 2026 rebalance increases WisdomTree Quantum Computing Fund’s (WQTM) direct pure-player signal, with Xanadu Quantum Technologies Ltd. put into a materially larger allocation while maintaining ...

Typically, an investor’s traditional bond portfolio begins with a cornerstone, or core holding of some sort. From either a strategic or tactical perspective, a core fixed income position provides the ...

For decades, portfolio construction has revolved around a simple constraint: you have 100% of a total allocation, and every new addition requires taking a portion from somewhere else. That constraint ...

At the time of this writing, a two-week ceasefire has been on the table. While we are hopeful it can hold, we recognize that there is still importance in understanding different commodity linkages and ...

Defense spending is transitioning from a cyclical theme to a structural supercycle. Multi-year backlogs, inventory replenishment and modernization efforts in Europe and Asia point to durable revenue ...

In 2013, we developed what is now known as WisdomTree’s Quality Dividend Growth methodology. At the time, many of the largest technology companies paid no dividend at all. Today, it is increasingly ...