Don't mis our 2026 Economic & Market Outlook. In Raising the Curtain, our thought leaders explore the forces shaping markets this year—from the U.S. economy and Fed policy to equities, fixed income and asset allocation.
Stay tuned as we highlight each section of our 2026 Economic & Market Outlook. Up next: the macro backdrop shaping 2026.
Read more: https://t.co/MPwjTeM4jq
The June FOMC meeting may have left rates unchanged, but the policy outlook is becoming more complex.
On the Basis Points podcast, @KevinFlanaganWT breaks down how inflation pressures, stronger hiring and new Fed leadership could shape the next move in rates. #BasisPointsPodcast #FixedIncome
Listen & subscribe: https://t.co/PrCoannaEv
From chips and rare earths to artificial intelligence, Washington is taking a larger ownership role in corporate America.
On this week's Minds on the Markets, @KevinFlanaganWT and @JeffWeniger discuss the rise of the American “maybe-State-Owned Enterprise” and why government equity stakes could become an increasingly important market theme.
Watch the full episode on YouTube: https://t.co/uYAmkarmJH
Physical AI is moving beyond software and into real-world applications—from autonomous vehicles to industrial automation and robotics.
The WisdomTree Physical AI, Humanoids, and Drones Fund ($WDRN) provides targeted exposure to companies helping drive this transformation.
Read more: https://t.co/7ZNwlRJFmZ
#PhysicalAI #Robotics #ArtificialIntelligence
At today's FOMC meeting, the Fed left rates unchanged at 3.50%–3.75% as policymakers weighed firmer inflation, a stronger labor market and ongoing geopolitical uncertainty.
@KevinFlanaganWT examines what Chairman Kevin Warsh's first policy meeting could mean for the path of monetary policy.
Read more: https://t.co/77JcWFNYkx
Government involvement in corporate America is evolving from bailouts to direct equity ownership, raising new questions about state influence in industries ranging from semiconductors to artificial intelligence.
In this week’s Minds on the Markets, @KevinFlanaganWT and @JeffWeniger examine the rise of the American “maybe-State-Owned Enterprise” and what expanding government ownership could mean for markets and investors.
Read & subscribe: https://t.co/lBLCAcJgvb
Investors often weigh a difficult tradeoff: maintaining core equity exposure or adding diversifying strategies.
The WisdomTree Efficient Long/Short U.S. Equity Fund ($WTLS) combines an alpha-focused long/short approach with S&P 500 exposure in a capital-efficient structure.
Learn more: https://t.co/iOCfwrPWOr
#ETF #AssetAllocation #Diversification
Coming up on Office Hours: private credit trends, strategic materials investing, and dividend growth strategies.
✅ Private Credit: Reading Through the Headlines → Examine opportunities and risks within private credit and assess potential impacts across debt markets.
✅ Beyond Rare Earths: The Architecture of Strategic Materials and How to Build a Portfolio Around Them → Explore the growing importance of strategic materials and related portfolio opportunities.
✅ Dividend Growth as a Portfolio Anchor → Discuss how dividend growth strategies may support income generation alongside long-term equity exposure.
👉 Be part of the conversation. Secure your place today: https://t.co/Hb6gE5aeS0
Excited to celebrate 20 years of WisdomTree.
For two decades, we've challenged convention and driven innovation across the investment landscape, and we're excited to continue helping investors and advisors navigate what's ahead.
20 years ago, we launched our first 20 ETFs. We didn't follow the formula. We challenged it.
Today, WisdomTree is a modern global financial platform — ETFs, models, private markets, and onchain products — and we're just getting started.
Read more about our journey and vision for the future: https://t.co/RzxPiUgcdQ
#WisdomTree20 #ChallengingConvention #FutureOfFinance
The market spent much of the past two weeks pricing in a worst-case oil shock.
In this week’s Siegel Commentary, Professor Siegel explains why easing energy prices, moderating inflation, and broadening market leadership are keeping the outlook constructive for equities.
Read and subscribe: https://t.co/wUvrsPkMLM
Quantum computing is getting attention on this recent episode of Contrarian Corner.
But most portfolios still barely own it.
This week, Chris Gannatti joins Jon Flynn to explain why the disconnect between headlines and investor positioning could matter.
Watch the latest episode: https://t.co/pW6yVDrlV1
China’s market narrative remains challenged, but the underlying story may be more complex than recent performance suggests.
This week on #ChinaofTomorrow, @liqian_ren discusses new restrictions on offshore investing, outbound capital policy, and why she believes investors should not count China out as AI investment and adoption continue to accelerate.
Listen and subscribe: https://t.co/6KtvkWjTZD
#ChinaofTomorrow #ArtificialIntelligence #ChinaMarkets #Technology
Private credit has been making headlines—but what should investors focus on beyond the news cycle?
On the latest episode of the Basis Points podcast, @KevinFlanaganWT is joined by Chris Acito, CEO of Gapstow Capital Partners, discuss liquidity, diversification and why looking beyond direct lending may help strengthen income-focused portfolios.
Listen & subscribe: https://t.co/PrCoannaEv
#BasisPointsPodcast #FixedIncome
Nvidia’s multibillion-dollar photonics investments are widely viewed as an AI infrastructure story.
But are they also laying the foundation for quantum computing? Christopher Gannatti explores why Lumentum, Corning, and Cisco may offer long-term quantum optionality alongside AI-driven growth.
Read more: https://t.co/oDinLjNJuu
#QuantumComputing #AIInfrastructure #Investing $WQTM @bubblecurious1
Private credit is more than direct lending.
@KevinFlanaganWT and Chris Acito, CEO of Gapstow Capital Partners, explain why diversification across multiple credit sectors, and understanding liquidity, may be just as important as yield.
Read the blog: https://t.co/LK90OxZO3C
#Investing #PrivateCredit
Quantum computing may feel early and speculative today. But so did AI, Amazon, and Google once upon a time.
This week, Chris Gannatti joins Jon Flynn to explain why investors are paying attention now, especially after the latest U.S. government investment announcement.
Watch the latest episode of Contrarian Corner: https://t.co/Y4FuBifHok
Employment growth remains far stronger than consensus anticipated, reinforcing the resilience of the economy and pushing the prospect of an imminent rate cut further into the future.
In this week’s Siegel Commentary, Professor Siegel discusses the stronger-than-expected jobs report, the implications for Federal Reserve policy, the continued dominance of the AI investment theme, and why productivity remains the key long-term indicator for investors.
Read and subscribe: https://t.co/wUvrsPkMLM
#Investing #Markets #Fed #AI #JobMarket
Our latest Office Hours discussions examine inflation protection, tax-aware transitions, and the evolving Fed outlook.
✅ How to Protect Your Bond Portfolio from Inflation’s Impact → Explore portfolio positioning ideas for navigating inflation and interest rate uncertainty in fixed income markets.
✅ Tax-Aware Portfolio Transitions: Best Practices for Winning and Retaining Client Relationships → Learn strategies for managing tax-aware transitions and improving the client onboarding experience.
✅ Fed Watch: It’s Warsh’s Party Now → Break down the latest FOMC decisions and what they could mean for rates, markets, and portfolio positioning.
👉 Explore the latest insights from WisdomTree thought leaders. Register now: https://t.co/Hb6gE5aeS0
Growth stocks sold off. Earnings didn't. That disconnect created an opportunity.
In our latest Model Portfolio Positioning Update, Bradley Krom and Joe Tenaglia break down why we increased exposure to U.S. quality growth, diversified fixed income with emerging market local debt and shifted thematic allocations toward cloud computing.
Read the full blog: https://t.co/pCh2pZG1cC
#Markets #Investing #PortfolioManagement #AssetAllocation
Quantum computing is no longer just a research story. Companies are now linking quantum machines, improving error correction and serving paying customers. But not all quantum companies are pursuing the same path.
Chris Gannatti explores five pure-play quantum firms and the distinct hardware approaches that could shape the industry's future.
Read the blog: https://t.co/7JbDPebS9e
#QuantumComputing #Technology #Innovation #Investing @bubblecurious1
AI's next bottleneck isn't processing power. It's the memory and networking infrastructure needed to move and process data at scale.
Christopher Gannatti explores why distinguishing between broad AI exposure and targeted infrastructure exposure matters for investors.
Read more: https://t.co/knBf3WLf9D
#ArtificialIntelligence #AIInvesting #Semiconductors #ETFs @bubblecurious1