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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.
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Can classic portfolios like the Ray Dalio’s All-Weather or Browne’s Permanent Portfolio be improved further? Our latest analysis shows that integrating WisdomTree’s Efficient Core can free up capital, enhance diversification, and improve returns —all while preserving the original strategy’s core exposures.
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WisdomTree’s Enhanced Commodity Carry ETC captures the carry premium by going long deferred and short front-month futures across the commodity curve. Using a systematic, market-neutral approach, the strategy balances performance and liquidity to deliver diversified, non-directional exposure to commodity roll yield.
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The broad commodities market has seen a strong start in 2025, defying macroeconomic challenges. In this blog, WisdomTree spotlights natural gas, aluminium, coffee, and gold, exploring the key drivers behind their bullish momentum.
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The classic 60/40 portfolio—60% stocks and 40% bonds—has long been a staple for investors. However, replacing bonds with commodities can outperform the traditional 60/40, offering better returns and protection during inflationary periods. Even a small allocation to commodities instead of treasuries enhances the portfolio's risk-adjusted returns.
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2024 is proving to be a big milestone regarding the institutionalisation of bitcoin. Digital assets have become a new asset class, and the debate is quickly shifting from whether it makes sense to allocate to crypto in multi-asset portfolios, to how much that allocation should be. This blog aims to assess what the optimal answer could be using multiple quantitative techniques – knowing that this will vary for each investor.
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