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WisdomTree Insights
In 2023, few topics have captured the imagination of the public to the extent that artificial intelligence has. While ChatGPT’s release in late 2022 might have been the spark, the broader conflagration of activities in the space is far broader than that sole application. If you are excited about the prospects of artificial intelligence, here is how WisdomTree provides exposure to the theme.
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European defence equities have de-rated on sentiment, not fundamentals. Q1 2026 earnings were robust with most European defence primes confirming guidance, with book-to-bill ratios averaging 1.49x. Yet the sector trades at a 41% P/E discount to US peers, offering a materially improved entry point into the European rearmament cycle.
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Space is re-emerging as one of humanity’s most important frontiers. The SpaceX IPO will mark a defining moment for the industry, but the opportunity goes far beyond one company. Falling launch costs, rising government ambition and expanding commercial use cases are turning space into a new technological, economic and strategic frontier. Recognising this potential, WisdomTree has developed a Space strategy that aims to provide diversified exposure to the key verticals and companies shaping the future of the Space Economy.
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While ceasefire and peace talks remain uncertain, Ukraine’s eventual reconstruction is already worth considering through the lens of Europe’s infrastructure supply chain. With substantial needs across transport, energy and essential public infrastructure, the rebuild could involve European companies with construction expertise, regional proximity and critical infrastructure products. This blog explores why the opportunity may extend beyond Ukrainian assets, and how companies in the European infrastructure ecosystem could contribute to the long-term reconstruction effort.
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The U.S. government is no longer just funding quantum computing – it is investing in it. As Washington deepens its competition with China for technological leadership and Europe ramps up its own quantum ambitions, this emerging field is becoming a strategic battleground. What does that shift mean for investors, and how can they gain exposure to one of the most important themes in next-generation technology?
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Physical AI is beginning to move from concept to commercial deployment, with applications increasingly appearing in factories, transport networks and industrial automation systems. China is playing an important role in this trend, supported by its manufacturing ecosystem, hardware supply chain and growing group of robotics companies. This blog looks at three Chinese companies, UBTech, Pony AI and Shenzhen Dobot, which illustrate different paths to physical AI adoption across humanoid robotics, autonomous mobility and smart manufacturing.
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Equity returns are a winner-takes-most game. Over the last century, just 3.72% of US stocks created all shareholder wealth. So how can investors improve their odds of owning the next Nvidia early? This blog explains why themes are the map and how a disciplined thematic approach can find future compounders early.
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