As H2 2026 begins, investors are navigating resilient fundamentals, a new era at the Federal Reserve under Chair Kevin Warsh and markets looking beyond recent geopolitical shocks. Our latest 2026 Economic & Market Outlook explores what it means for investors. Read more: bit.ly/45d0gTb

From April 2025 to March 2026, the ten ransomware groups with the largest reported data leaks exposed 896.2 terabytes of stolen data, up 275.8% year over year. Known ransom payments fell 15.8%. Christopher Gannatti (@bubblecurious1) examines what the shift may mean for cybersecurity demand: wtfunds.co/4dQ0x3t #WCBR #Cybersecurity

Growth, sticky inflation, policy uncertainty and Treasury supply are pushing long-term yields higher. On the Basis Points podcast, @KevinFlanaganWT outlines a barbell approach for a “5% bond world.” What’s shaping the long-term yield outlook: wtfunds.co/4rfRiPo #BasisPointsPodcast #FixedIncome

Coming up on Office Hours: geopolitical risks, opportunities in municipal bonds, and investment themes across quantum computing and strategic metals. ✅ Taking Advantage of Golden Opportunities → Review developments shaping the global stage and how changing geopolitical risks may create opportunities across asset classes. ✅ Have Municipal Yields Followed the Treasury Market’s Lead? → Explore active laddered bond strategies for navigating municipal markets and why the current rate environment may warrant a fresh look at munis. ✅ The New Gold Rush: Quantum Computing and the Battle for the Metals That Will Power It → Examine quantum computing and strategic metals and the companies, policies and capital flows driving these investment themes. 👉 Be part of the conversation. Secure your place today: wtfunds.co/4yDYNmj

The 10-year Treasury yield just crossed 5%. Does that mean stocks have to fall? Not necessarily. Our Q4 outlook examines why we remain constructive on equities and how investors can navigate duration risk in fixed income. Get our answer to the 5% question: wtfunds.co/47iSbxy

AI spending is influencing more than technology stocks. It is also shaping long-term Treasury yields and the rotation between growth and value. In this week’s Siegel Commentary, Professor Jeremy Siegel explains why an AI spending disappointment could weigh more heavily on the Nasdaq, while lower yields could help the broader S&P 500 and value stocks hold up better. Read and subscribe: wtfunds.co/4hnON9n

Japan reached its defense spending goal two years early. New taxes and export reforms could support sustained demand for Japanese defense manufacturers. Christopher Gannatti (@bubblecurious1) and Baoqi Zhu examine the policy shifts: wtfunds.co/4i7MrvB #Japan #Defense

Why can China’s currency rise while its exports remain strong? On China of Tomorrow, @liqian_ren explains how China’s managed currency helps account for both trends, and discusses the country’s trade with Europe. Listen and subscribe: wtfunds.co/4xH2AxR #ChinaofTomorrow #China #Trade

Gold has underperformed three-month Treasury bills in just six calendar years over the 25-year period examined. In the latest episode of Contrarian Corner, Jon Flynn looks at what followed those periods. Watch the full episode: wtfunds.co/4yqjP71 #Gold #ContrarianCorner

As bond yields reach 20-year highs, @KevinFlanaganWT and Maggie Lucier revisit the case for zero duration as an anchor in a bond portfolio, including how the strategies have performed against the Bloomberg U.S. Aggregate Bond Index year to date. Listen to the Basis Points podcast: wtfunds.co/4rfRiPo #FixedIncome #Markets

Stocks have held near record highs as rates rise. How much faster can yields move before that changes? On this week's Minds on the Markets, @KevinFlanaganWT and @BradleyleyKrom discuss the role of earnings, the pace of rate moves and how a faster rise in yields could pressure equities. Watch the full episode on YouTube: wtfunds.co/4zsCLCL

Our latest Office Hours discussions examine bond portfolio positioning, advisor portfolio solutions, and opportunities across emerging markets. ✅ A Bond ‘Warsh’ Out → Explore what a “normal,” elevated rate environment could look like and how investors can position bond portfolios amid increased volatility. ✅ Portfolio Solutions in Practice: What’s Working for Advisors → Discuss the portfolio challenges advisors are navigating and solutions gaining traction, from custom models and SMAs to CIO support and portfolio consultations. ✅ Emerging Markets: Stocks, Bonds, or Currency → Compare the drivers of returns across emerging market equities, fixed income and currencies and consider the case for a multi-asset approach. 👉 Explore the latest insights from WisdomTree thought leaders. Register now: wtfunds.co/4yDYNmj

Today at 2 PM ET: The Third Annual WisdomTree Portfolio Solutions Summit. Hear market and portfolio perspectives from WisdomTree’s leadership and investment teams, plus choose from three interactive showcase sessions. Register: wtfunds.co/3TNhLrm

Gold's rebound following signs of investor capitulation was followed by renewed pressure from a stronger dollar, higher Treasury yields and Fed tightening. In the latest episode of Contrarian Corner, Jon Flynn examines the forces behind gold's changing momentum. Watch the full episode: wtfunds.co/4yqjP71 #Gold #ContrarianCorner

The 10-year Treasury yield reached 5.36%, a new 20-year high. @KevinFlanaganWT and Maggie Lucier explain why they favor zero-duration strategies in this environment, including as part of a barbell approach: wtfunds.co/4yrTFAF #FixedIncome #Bonds

Stocks are near record highs even as central banks raise rates. In this week’s Minds on the Markets, @KevinFlanaganWT and @BradleyKrom explain why they remain overweight stocks versus bonds, and how a faster rise in yields could challenge that view. Read & subscribe: wtfunds.co/4yOpRz2

WisdomTree’s Joe Grogan, Head of Distribution, joins the speaker lineup for the Asset Allocation Summit on October 13. Hosted by @Vetta_Fi & @Nasdaq, the virtual event begins at 11 a.m. ET and will cover portfolio positioning, ETF innovation and thematic demand. Register: wtfunds.co/4dBUhfD

Higher real rates can signal an economy capable of sustaining stronger growth. Professor Siegel has raised his estimate of long-term real equity returns to approximately 5.5%–6.5% in this week’s Siegel Commentary. Read and subscribe: wtfunds.co/4hnON9n

Higher rates have brought back something largely absent during the zero-rate era: a penalty for weak corporate economics. Add greater stock dispersion and an AI trade increasingly defined by winners and losers, and the short side may matter more again. Jon Flynn on the case for long/short equity and the WisdomTree Efficient Long/Short U.S. Equity Fund ($WTLS): wtfunds.co/47K4ZwW

Three interactive showcases. Choose one: 1) Custom models, tax-managed SMAs & personalized implementation. 2) Capital-efficient portfolio construction & making room for alternatives. 3) Investing across the AI ecosystem. October 15 | 2 PM ET Register: wtfunds.co/3TNhLrm

The SMA question isn’t simply: How much can this portfolio be customized? It’s how that customization addresses a client’s needs while fitting into the total portfolio. @ryanKETFmodels and Lauren Pfendt explore concentrated positions, tax considerations and portfolio fit. wtfunds.co/4s4ZPoU