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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
WisdomTree presents a data-driven framework to forecast bitcoin and gold prices through 2030 and beyond, grounded in monetary supply dynamics. Using three distinct scenarios – deflationary, base, and inflationary – the analysis provides institutional investors with actionable perspectives on the role of hard assets as a safeguard against fiat currency erosion.
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The US Dollar posted its steepest first-half drop in over 50 years, driven by erratic policy signals and risks of economic slowdown. This blog explores the drivers of USD weakness, global ripple effects, and how Euro-based investors can dampen currency risk in a shifting geopolitical landscape.
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The US dollar has entered a depreciation phase after a period of strength, impacting gold prices. While dollar weakness boosts gold in USD terms, non-USD investors often miss out due to currency effects. Currency-hedged gold investments can help EUR and GBP investors capture more upside.
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As US trade tensions rise and economic policy grows more unpredictable, investors are expanding their definition of safe havens beyond gold. Assets like bitcoin, euro currency and bank-issued CoCos are gaining favour for their resilience, yield and independence from US monetary shifts — signalling a strategic evolution in defensive investing.
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The “Mar-a-Lago Accord” is a speculative idea that the US may pursue a weak-dollar strategy to boost exports and reindustrialise. Unlike the 1985 Plaza Accord, global coordination now seems unlikely amid geopolitical tensions. If implemented, gold, silver, commodities, and high-dividend equities could benefit, but the policy remains highly uncertain.
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