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WisdomTree Insights
WisdomTree’s model portfolio outlook – autumn 2025 blends strategic resilience with tactical precision. Our Global Investment Committee’s views translate into actionable tilts across equities, fixed income, commodities and digital assets - positioning portfolios to navigate fragmentation, policy shifts, and structural megatrends.
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WisdomTree’s model portfolio outlook – autumn 2025 blends strategic resilience with tactical precision. Our Global Investment Committee’s views translate into actionable tilts across equities, fixed income, commodities and digital assets - positioning portfolios to navigate fragmentation, policy shifts, and structural megatrends.
Read the article
LME Week 2025 will highlight a growing divide in base metals. Nickel output, led by Indonesia, continues to surge, deepening surpluses and pressuring prices. Copper, meanwhile, faces shrinking supply and rising risks of deficit by 2026. Forecasts from the International Study Groups from the prior week reveal sharply diverging market paths.
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Corn prices have stabilized above $4 as the USDA’s latest monthly report cut yield estimates but raised exports to a record 3bn bushels, reflecting strong early-season demand. Despite record acreage, the balance is tightening slightly. If yields dip further and export strength holds, prices could trend higher.
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How should we position for the rest of 2025 and beyond as uncertainty around the US creeps in? Here are WisdomTree’s six high-conviction investment ideas. From a shift away from US equities to looking at investments in nuclear and gold, these six calls exemplify WisdomTree’s mission: delivering innovative, research-driven solutions in a world of constant change.
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In the latest episode of our podcast The Next Big Thing, Chris Gannatti and I spoke with Andre Liebenberg, CEO of Yellow Cake Plc. We discussed how nuclear can deliver clean, reliable power as energy demand surges from data centres and artificial intelligence (AI), and how Yellow Cake offers investors direct exposure to uranium, the fuel at the heart of this nuclear renaissance.
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OPEC+ is unwinding supply cuts faster than planned, aiming to reclaim market share, though output lags targets. Forecasts diverge: IEA sees a large surplus, OPEC a deficit, and EIA a moderate surplus. Despite price gains on sanction fears, we expect near-term downside pressure and see opportunities in tactical oil shorts.
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