Perspectives, research, videos, podcasts, and commentary from WisdomTree.
The next phase of the AI trade may not be AI itself. It could be the quantum infrastructure required to make fault-tolerant computing possible. Christopher Gannatti and Samuel Rines explain why the little-known “decoder problem” could create new demand across many of the same companies already powering today’s AI boom.
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The real estate powering AI and digital connectivity is experiencing some of the strongest structural demand trends in the market. Christopher Gannatti and Jonathan Flynn make the case that investors should look beyond traditional REIT exposures and consider the sectors benefiting from long-term technological transformation.
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With 10-year Treasury yields back near 4.5% and real yields above 2%, bonds can play a valuable role in portfolio construction. Jeremy Schwartz and Andrew Okrongly make the case that today’s market regime revives the original capital-efficient argument: a diversified stock/bond mix can be scaled intelligently to compete with all-equity portfolios.
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Quantum computing just became a national priority, with new executive orders accelerating both innovation and cybersecurity preparedness. Christopher Gannatti explains why these policies could strengthen the long-term investment case for quantum computing and post-quantum security.
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NVIDIA’s 2,400% dividend increase is reshaping the U.S. dividend landscape. Brian Manby explains why the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) looks beyond dividend track records to identify tomorrow’s dividend growth leaders.
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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.
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The June FOMC meeting may be remembered less for holding rates steady and more for Kevin Warsh’s overhaul of Fed policy communications. Kevin Flanagan explains what a Warsh-led Fed could mean for forward guidance, balance sheet policy and the future path of rates.
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Model portfolios have become core infrastructure for advisors, but 42% still cite a lack of customization as a barrier to broader adoption. Ryan Krystopowicz explains why the next phase of model adoption is about combining scale with personalization, tax awareness and differentiated client value.
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Quantum breakthroughs keep making headlines, but the same platforms are often behind the biggest advances. Christopher Gannatti explores why the infrastructure providers may be among the most important players in the quantum race.
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Most option-income strategies sell options, but not all of them benefit from the same market environment. Christopher Gannatti explains why covered-call strategies and systematic S&P 500 put-writing strategies can produce very different outcomes depending on whether markets are rallying, moving sideways or correcting.
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SpaceX’s anticipated IPO is reigniting debate over whether indexes should bend their rules to capture market excitement sooner. Alejandro Saltiel and Ayush Babel explain why the WisdomTree U.S. Quality Growth Index stays focused on quality and growth fundamentals over headlines, resulting in a portfolio that can look very different from traditional growth benchmarks.
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The Fed remained on hold at the June FOMC meeting, but the policy backdrop is becoming more complicated. Kevin Flanagan analyzes how rising price pressures, improving hiring trends and a new Fed Chair are reshaping expectations for the path of interest rates.
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