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WisdomTree Insights
Our latest Thematic Outlook sets out where we see the strongest structural opportunities emerging in 2026. This blog is a concise summary of the full outlook, highlighting the key messages across energy addition, geopolitics and technology infrastructure.
From rare earths and nuclear energy to European and Asian defence, and from physical artificial intelligence to data centre real estate, there is a lot happening. Capital is being deployed to secure energy systems, reinforce supply chains and build the infrastructure required for the next phase of technological development. We expect some important chapters to unfold this year across these multi-year stories.
In the full outlook, we set out where our conviction is highest and explain why we think 2026 could remain an interesting year for thematic investors.
Rare earths rarely make headlines, yet they sit quietly at the centre of some of the most important trends shaping our world, from clean energy and electrification to defence, artificial intelligence (AI), and advanced manufacturing. Demand is rising rapidly, driven by wind power, electric vehicles (EVs) and a growing list of strategic applications. However, supply is a different story.
In this blog, we look at the International Energy Agency’s latest projections for rare earth demand and supply, explain why shortages could become increasingly acute, and explore why investors are paying closer attention to a group of commodities that may be small in size, but large in strategic importance.