INSIGHTS & STRATEGIES > ARTICLES
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.
Read the article
In the latest episode of The Next Big Thing podcast, we hosted Ryan Corbett, Chief Financial Officer of MP Materials, one of the most strategically important companies in the rare earths space. We discussed why rare earths sit at the centre of the supply chain reset, why NdPr is the real bottleneck, and how demand is broadening well beyond electric vehicles (EVs) into robotics, drones, AI infrastructure and defence. Ryan also explained why scale, policy support and vertical integration matter so much in a market still dominated by China. This blog summarises the key messages Ryan delivered on the show.
Read the article
The latest rebalance of WisdomTree's Strategic Metals and Rare Earths Miners Index widens its lens from 10 to 14 metal categories, adding vanadium, silicon metal, manganese and niobium. It trims copper and lithium, lifts rare earths and nickel, tilts toward upstream mining and larger names, and now offers above-market growth at a discounted forward earnings multiple.
Read the article
My daughter giggled at a BlackBerry in a museum, and it crystallised something important about thematic investing. Themes do deliver over time, but value always concentrates in very few companies, and they are rarely the obvious ones upfront. From Kodak to Blockbuster, history keeps repeating itself. The key insight: missing the winner damages long-term returns far more than owning a few losers.
Read the article
Back in 1973, an oil shock changed the way the world thought about energy. More than fifty years later, geopolitical tensions, rising electricity demand from artificial intelligence (AI) and record renewable energy deployment are once again putting the sector in the spotlight. This blog explores why renewable energy is catching a second wind, how China is driving much of the growth, and why some emerging technologies may finally have found their moment. Investors, it seems, are keen to make hay while the sun is shining.
Read the article
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.
Read the article
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.
Read the article