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WisdomTree Insights
Global adoption of nuclear energy is accelerating. In the face of rapidly rising energy needs and geopolitical shocks creating severe volatility in the price of oil and gas, countries are acting to move away from fossil fuels not only to protect the environment, but also to ensure energy security. This blog outlines key developments from governments around the world, why they matter, and the opportunities they create for investors.
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Global adoption of nuclear energy is accelerating. In the face of rapidly rising energy needs and geopolitical shocks creating severe volatility in the price of oil and gas, countries are acting to move away from fossil fuels not only to protect the environment, but also to ensure energy security. This blog outlines key developments from governments around the world, why they matter, and the opportunities they create for investors.
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Nuclear power is firmly back on the global energy agenda, driven by energy security, decarbonisation goals and the rapidly rising power needs of data centres and artificial intelligence (AI) infrastructure. As governments and the private sector commit to expanding nuclear capacity, investor attention is increasingly turning to uranium, the fuel at the heart of the nuclear value chain. In this blog, we examine why the nuclear renaissance still has much further to run, why current build-out plans fall short of stated targets, and what this means for uranium at a time when supply is already constrained.
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CES 2026 signals a turning point for AI. The focus is now also moving into physical infrastructure, energy systems, materials, and automation. CES highlights five investable themes shaping the next phase of AI: infrastructure buildout, physical AI and robotics, energy and nuclear power, critical materials, and quantum computing. As AI scales into the real economy, these interconnected ecosystems are emerging as key drivers of long-term investment opportunities.
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Investors often ask which themes could be the next big thing. Our latest WisdomTree Survey reveals some surprising insights into where attention is focused today and where it isn’t. In this blog, we explore three themes that investors may be overlooking despite the significant shifts underway and the potential upside they could offer.
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Thematic strategies maintained a clear edge over broad equity markets in Q3 2025. Artificial Intelligence (AI) driven demand and geopolitical realignment continued to shape investor sentiment, with thematic exchange-traded funds (ETFs) remaining at the forefront of innovation and investor interest. Q3 performance was led by rare-earth and strategic metals, as well as China’s technology and nuclear themes. At the same time, investor flows favoured defence-focused strategies and AI, while also recognising the potential of this quarter’s best-performing themes.
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Nuclear energy is back in the spotlight, and for good reason. The blog outlines five powerful reasons to be excited about it. From its clean credentials and unmatched efficiency to cutting-edge technology, cost advantages, and rising demand from governments and big tech, the nuclear renaissance is only just beginning.
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