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: bit.ly/4kcchiC

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: bit.ly/4frtKTP #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: bit.ly/4ejmLu5 #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: bit.ly/448DcV7 #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: bit.ly/4gbjqQ9

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: bit.ly/3GldrWL #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: bit.ly/3J9YGug

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: bit.ly/4uSvWIL #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: bit.ly/4xcQHjU #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: bit.ly/43BYCKp #ArtificialIntelligence #AIInvesting #Semiconductors #ETFs @bubblecurious1

Japan’s equity story is evolving beyond valuations. Governance reform, shareholder returns, AI infrastructure, defense spending, and rising household equity participation are reshaping the opportunity set. Christopher Gannatti explains how the WisdomTree Japan Opportunities Fund is designed to capture these trends: bit.ly/4ol3Wv1 #Japan #Investing #Equities #AIInfrastructure $OPPJ @bubblecurious1

That’s a wrap on #realinsite 2026. Thank you to everyone who joined our sessions, visited our booth and connected with the WisdomTree team throughout the week. Until next year.

Rate caps may be more myth than market reality. On the latest episode of Basis Points, @KevinFlanaganWT breaks down why employment, inflation, and Treasury supply matter more than talk of Bessent capping long rates. Listen & subscribe: bit.ly/4frtKTP #FixedIncome #USTreasuries

Inflation is refusing to leave the market conversation as rising energy costs and sticky CPI, PPI, and PCE readings keep price pressures in focus. On this week's Minds on the Markets, @KevinFlanaganWT and @JeffWeniger examine whether AI could become a new short-term inflation driver as the buildout demands more resources. Watch the full episode on YouTube: bit.ly/4odXiXp

The 10-year Treasury yield has repeatedly returned to its 4.0%–4.5% range despite market volatility. Could Treasury Secretary Bessent cap long-term yields? @KevinFlanaganWT and Maggie Lucier explain why employment, inflation, and Treasury supply remain the key forces shaping rates. Read more: bit.ly/4ar0pFA

These Office Hours sessions focus on quantum innovation, Japan’s market transformation, and inflation trends. ✅ The Quantum Inflection: From Lab Curiosity to $2 Billion Federal Bet in One Week → Discuss the latest developments in quantum computing, cybersecurity implications, and the evolving investment landscape. ✅ Japan’s Shareholder Revolution → Explore how currency-hedged strategies and shareholder-focused reforms continue to shape Japan’s equity market. ✅ Is ‘Sticker Shock’ Here to Stay? → Examine where inflation trends and rising energy prices could lead Fed policy and Treasury yields next. 👉 Join these timely Office Hours sessions and save your spot here: bit.ly/3J9YGug

Inflation is back in the spotlight, with higher energy costs and firm CPI, PPI, and PCE readings keeping pressure on markets. In this week's Minds on the Markets, @KevinFlanaganWT and @JeffWeniger examine whether AI's massive buildout could create a new source of inflationary pressure before longer-term productivity gains begin to emerge. Read & subscribe: bit.ly/3GXfyiK

Jeremy Schwartz on Rethinking the 60/40 Portfolio🎙️ On today’s show, @awealthofcs and @JeremyDSchwartz discuss capital efficiency in portfolio management, the intelligent use of leverage, and how advisors can add alternative diversification while maintaining the core exposures clients expect.

China now dominates major parts of the global EV, battery, solar, and AI infrastructure supply chain, a shift many investors still underestimate. Christopher Gannatti explains why China’s rise as a private-sector innovation powerhouse may matter more for portfolios than the old state-owned economy narrative suggests. Read more: bit.ly/4u7GUJc #China #AI #EVs #CleanEnergy #Investing #EmergingMarkets #Technology #ETFs $CXSE @bubblecurious1

Falling yields, lower oil prices, and continued AI investment are reinforcing equity market resilience. In this week’s Siegel Commentary, Professor Siegel breaks down the latest GDP revision, liquidity trends, the equity risk premium, and why he remains constructive on stocks. Read and subscribe: bit.ly/3GldrWL #Investing #Markets #GDP #Fed #AI

Where can investors look for differentiated return drivers in today’s market? Join Brandon Zick at @BNY’s #realinsite for: “Why Farmland Matters Now.” 🕦 June 3 | 11:30–11:50 AM