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WisdomTree Insights
2025 has been vigorously testing investors’ patience. From tariff-induced uncertainty to rising geopolitical risks and accelerating proliferation of AI, markets have experienced significant turbulence and volatility. In this environment, the WisdomTree Team8 Cybersecurity UCITS Index outperformed broad equity and tech benchmarks, highlighting the resilience of cybersecurity demand that is being reinforced by multiple tailwinds.
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2025 has been vigorously testing investors’ patience. From tariff-induced uncertainty to rising geopolitical risks and accelerating proliferation of AI, markets have experienced significant turbulence and volatility. In this environment, the WisdomTree Team8 Cybersecurity UCITS Index outperformed broad equity and tech benchmarks, highlighting the resilience of cybersecurity demand that is being reinforced by multiple tailwinds.
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Europe’s defence sector is undergoing a strategic transformation, merging traditional hardware with cutting-edge cyber capabilities. From Thales to Saab, leading firms are ramping up digital innovation, and the WisdomTree Europe Defence UCITS ETF (WDEF) provides focused exposure to this multi-decade megatrend.
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The latest earnings season highlights how cybersecurity companies are navigating economic uncertainty, shifting investor sentiment, and the transformative impact of AI. From the focus on platform strategies to deeper partner ecosystems and AI-led innovation, five key trends are shaping the industry's next phase of growth.
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I almost fell for it—a phishing email so convincing, even the sender’s address seemed legitimate. Luckily AI flagged it as suspicious. Cybercriminals are evolving, using AI and social engineering to outsmart even the strongest defences. With voice phishing scams surging and hackers breaching networks in under a minute, the stakes have never been higher. Is your cybersecurity keeping up? Read on to find out.
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What are 2025's best investment opportunities? WisdomTree has six high-conviction investment ideas: from US equities shifting away from mega-tech to Japan’s transformation, these six calls exemplify WisdomTree’s mission to deliver innovative, research-driven solutions in a world of constant change.
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Trump’s return is already shaking up global markets. Big tech is striking deals for nuclear energy to power AI, Europe is scrambling for military self-sufficiency as the US pulls back support, and deregulation is setting the stage for a tech revolution. This blog summarises our thematic outlook and highlights the themes poised to thrive under Trump 2.0.
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