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WisdomTree Insights
WisdomTree’s Megatrends Global Equity Strategy continues to deliver strong performance, leveraging a unique three-layered approach to thematic investing. Our latest rebalancing continues to favour tech themes like blockchain, AI, quantum computing, or cybersecurity. However, nuclear or European defence also benefits from being clearly overweight in the portfolio.
Read more to understand how the strategy is positioned for the remainder of 2025.
Thematic investing allows investors to access growth stocks in completely novel and targeted ways. Multi-thematic strategies offer a one-stop shop solution for investors to delegate many complex decisions to build a coherent thematic portfolio. WisdomTree’s strategy continues to adapt with Quantum Computing, European Defence and China Tech entering the portfolio this year.