At WisdomTree, we deploy smart ways to bring value to the investor by offering flexibility when it comes to investing to meet the many different trading objectives our clients have. Although most of our ETF index strategies in Europe are based on proprietary strategic beta structures, as a firm, we also provide specific market access strategies when we’re able to enhance existing approaches.

Energy transition commodities: Riding the wave of new demand drivers
 
Commodity prices have surged over the past two years yielding considerable margins for producers across a range of markets. The energy transition and expected growth in the battery sector could pose both challenges and significant opportunities across the commodity space.
 
Join this webinar where our in-house expert, Nitesh Shah, Head of Commodities and Macroeconomic Research, Europe at WisdomTree will discuss some of the opportunities opened up by the energy transition. This will be followed by a presentation on the trajectory of mined commodities delivered by Gavin Montgomery, Director – Battery Raw Materials and Adam Woods, Research Analyst, Metals & Mining at Wood Mackenzie.

This webinar will highlight:
+ Macroeconomic trends and risks
+ Market fundamentals and the path towards a commodity supercycle
+ The implications of the energy transition and an accelerated decarbonisation
+ Evolving drivers across commodity supply chains

The webinar will conclude with a live Q&A session.

WisdomTree Energy Transition Webinar with Wood Mackenzie

WisdomTree is proud to present the podcast series, Crypto Clarified: Investing in the truth, your expert led discussion uncovering the truth behind the cryptocurrency headlines and ensuring everyone has access to trusted cryptocurrency and digital asset information. This podcast series is created in partnership with The Defiant, leading experts in the cryptocurrency and digital assets revolution.

Our hosts Jason Guthrie, Head of Digital Assets, Europe at WisdomTree, Benjamin Dean, 
Director of Digital Assets at WisdomTree and Camila Russo, Founder of Defiant Media will come together once a month to discuss the most captivating headlines and trends from the investment into crypto space. Each episode will conclude with a live Q&A session; however you may submit questions in advance to eventseu@wisdomtree.com. 

Visit WisdomTree’s Crypto Insight Centre: https://wisdomtree.eu/crypto   
Subscribe to The Defiant’s newsletter: https://newsletter.thedefiant.io/subscribe

Crypto Clarified: Investing in the truth

Tightening monetary policy doesn’t necessarily preclude equities and fixed income from having a good year. The hawkish pivot by some developed market central banks is telling of a regime change in markets, leading to the fastest rotation from growth into value stocks since the Global Financial Crisis. Diversification will become increasingly important with equity exposures across quality, value, and growth historically providing resilience to portfolios amid a turbulent macro backdrop. In the first half of the webinar, our equity research experts Aneeka Gupta and Mobeen Tahir will discuss the three key themes impacting equity markets in 2022 and how investors can tilt portfolios accordingly.

For bond market participants, the start of 2022 has been marked by a risk-off sentiment driven partly by the start of less accommodative monetary policy for some major central banks. Investors are currently getting paid more for taking risks since the start of the year and this is creating new opportunities in bond markets for asset classes that have previously shown to be more resilient to rising yields. In the second half of the webinar, our fixed income research experts Lidia Treiber, Didier Haenecour, and Piergiacomo Braganti will discuss the three key themes impacting fixed income markets in 2022 and how investors can adapt their portfolios to be more resilient to rising bond yields.

WisdomTree Equity & Fixed Income Outlook – “Building more resilient portfolios”

After a strong year in 2021, the crypto market has been caught-up by the macro backdrop and most crypto assets now sit quite a bit below their highest point in 2021. With high levels of inflation in most developed economies, central banks appear likely to tighten monetary policies quite significantly. In this context, what can we expect from crypto in 2022? Join Alice Liu, Benjamin Dean and Florian Ginez in this podcast to learn what we think are the potential positive and negative catalysts for the market in the coming year.

WisdomTree Crypto Outlook: What Catalysts for Crypto in 2022?

In the year of the Tiger, commodities have gotten off to a roaring start. Even in 2021, commodities had outperformed most major asset classes. The drivers – elevated inflation, an infrastructure boom and an energy transition -  are here to stay in 2022 and beyond. Recent geopolitical events underscore the importance of commodities in hedging against geopolitical shocks. With commodity markets geared to backwardation, we believe that we are in one of the best environments for commodity investing we have seen in a long time. Join Nitesh Shah, Head of Commodity and Macroeconomic Research as he dissects the drivers the commodity renaissance and gives his outlook on the asset class for this year.

WisdomTree Market Outlook: The commodity renaissance

Many megatrends represent a choice. Should a company use cloud-based software, for example. We may have a view, but we have to recognise that it’s not required. Cybersecurity is not an option for a responsible business, especially given the different hacks that we have seen of late. If a business is concerned with the data of its customers and its reputation, then it needs a cybersecurity strategy and cybersecurity investment. Now, the challenge comes in predicting which companies or approaches to cybersecurity will emerge as ‘best’ given the plethora of choices. Hackers will keep seeking to enhance their capabilities, so we believe that a cybersecurity strategy in 2022 must focus on the future and consider not what has worked well in the past 10 years, but where we might be over the coming 10 years.
Highlights:
+ How to think about cybersecurity in the current context
+ Separating recent performance from growth trends
+ Putting recent news, be it hacks or government policy announcements, into the broader framework

Join this webinar to learn more about the cybersecurity megatrend. 

Megatrends are powerful, long-term, transformative changes shaping the world that we live in today. The exciting new developments in technology create a compelling case for the needs of the future and the industries likely to drive global transformation. 

We’re running webinars on megatrends that could transform our society: the biorevolution, cloud computing, artificial intelligence, and cybersecurity. Hear from our Global Head of Research on why these megatrends sit at the forefront of technological change and how they could power a portfolio.

Megatrends series - Cybersecurity: This megatrend is not optional

Developments in Artificial Intelligence and Machine Learnings are Gaining Steam and Picking up Momentum

Megatrends are exciting to investors because gains and developments do not progress in a linear fashion, meaning something like the same or a substantially similar number of advancements and innovations in a given period of time. Once a foundation is built, the speed of new ideas, developments and innovations can become exponential. Whether one is looking at computer vision, natural language processing, combined models, or other areas, it’s clear that developments are picking up speed. The amounts of investment, particularly within semiconductors, are also staggering. While we can never guarantee how shorter-term equity market or share price performance may treat us, we can note that AI has been and will continue to be one of the most interesting topics across the megatrend universe. 
Highlights:
+ Coverage of some of the more exciting advances and developments in AI 
+ Coverage of some of the more recent developments in the semiconductor space
+ Coverage of certain things different governments are doing with respect to AI
+ Thoughts on recent performance in the markets

Join this webinar as we explore how you can capitalise on these AI opportunities while mitigating some of its key investment challenges.

Megatrends are powerful, long-term, transformative changes shaping the world that we live in today. The exciting new developments in technology create a compelling case for the needs of the future and the industries likely to drive global transformation. 

We’re running webinars on megatrends that could transform our society: the biorevolution, cloud computing, artificial intelligence, and cybersecurity. Hear from our Global Head of Research on why these megatrends sit at the forefront of technological change and how they could power a portfolio.

Megatrends Series - Developments in Artificial Intelligence & Machine Learnings

In 2020, cloud computing was one of the leading megatrend strategies in focus for investors around the world. As 2021 progressed, volatility increased, primarily because the world was transitioning away from and then back into the Covid-19 pandemic. Now, with 2022 beginning, the focus is directly on the response and share price performance of these types of companies and business models in an environment of rising interest rates and less global monetary accommodation. While we recognise that monetary accommodation has been the ‘norm’ since the Global Financial Crisis of 2008-09, it will be notable to see how all megatrend strategies behave if this condition should change. We emphasize that cloud computing is a long-term megatrend, so even if 2022’s equity market performance is challenging, revenue, growth and fundamentals are still there in the aggregate, and the possible benefits of cloud-based infrastructure should be independent of the level of interest rates or monetary accommodation over the longer term.  

Highlights:
+ Focus on what we see in terms of revenue growth
+ Considerations of the relationships we are seeing between recent performance, valuation, the macro backdrop, and in certain cases individual company considerations 
+ Use cases that help investors see cloud computing as an infrastructure that is set to enable developments in other industries

Megatrends are powerful, long-term, transformative changes shaping the world that we live in today. The exciting new developments in technology create a compelling case for the needs of the future and the industries likely to drive global transformation. 

We’re running webinars on megatrends that could transform our society: the biorevolution, cloud computing, artificial intelligence, and cybersecurity. Hear from our Global Head of Research on why these megatrends sit at the forefront of technological change and how they could power a portfolio.

Megatrends series - Is Cloud Computing Dead in 2022?

Developments in the coming decades have the potential to cut across nearly all aspects of global life

The biorevolution has the potential to revolutionise human health—we saw an example of that with the mRNA vaccines deployed in response to the Covid-19 pandemic. Importantly, that is merely one example—even the specific topic of mRNA has huge potential beyond just a single virus vaccine. WisdomTree spends a lot of time looking at Human Health, Agriculture, Biofuels, Biomaterials and more. For investors looking for something with the potential to change how we live, this is an important megatrend for consideration. 

Highlights:
+ Looking at interesting trends in Human Health, Agriculture and Biomaterials/Biofuels
+ Bringing to light key innovations across the space
+ Placing recent performance into more reasonable context

Megatrends are powerful, long-term, transformative changes shaping the world that we live in today. The exciting new developments in technology create a compelling case for the needs of the future and the industries likely to drive global transformation. 

We’re running webinars on megatrends that could transform our society: the biorevolution, cloud computing, artificial intelligence, and cybersecurity. Hear from our Global Head of Research on why these megatrends sit at the forefront of technological change and how they could power a portfolio.

Megatrends Series - Entering the Biorevolution

WisdomTree is proud to present the podcast series, Crypto Clarified: Investing in the truth, your expert led discussion uncovering the truth behind the cryptocurrency headlines and ensuring everyone has access to trusted cryptocurrency and digital asset information. This podcast series is created in partnership with The Defiant, leading experts in the cryptocurrency and digital assets revolution.

Our hosts Jason Guthrie, Head of Digital Assets, Europe at WisdomTree and Camila Russo, Founder of Defiant Media will come together once a month to discuss the most captivating headlines and trends from the investment into crypto space. Each episode will conclude with a live Q&A session; however you may submit questions in advance to eventseu@wisdomtree.com. 

Visit WisdomTree’s Crypto Insight Centre: https://wisdomtree.eu/crypto   
Subscribe to The Defiant’s newsletter: https://newsletter.thedefiant.io/subscribe

WisdomTree is proud to present the podcast series, Crypto Clarified: Investing in the truth, your expert led discussion uncovering the truth behind the cryptocurrency headlines and ensuring everyone has access to trusted cryptocurrency and digital asset information. This podcast series is created in partnership with The Defiant, leading experts in the cryptocurrency and digital assets revolution.  

In this episode, our host Jason Guthrie, Head of Digital Assets, Europe at WisdomTree will be joined by Benjamin Dean, Director, Digital Assets, WisdomTree, and together they will discuss the most captivating headlines and trends from the investment into crypto space.

AI is a powerful force that could have the potential to impact every industry. With the adoption of AI continuing to accelerate as demand for greater productivity, efficiency, and the ability to process ever growing datasets increases. 

During this webinar, we will look at the current state of artificial intelligence and some of its key areas of focus. The presentation will also cover aspects of investment and valuation, as well as a rationale as to why AI may be an exciting megatrend today in a much more profound way than in the past. Finally, we will cover one example of how an investment strategy could be structured in order to capture this megatrend with a so-called ‘value-chain’ approach.

Highlights:
+Setting the context of the current market environment 
+Exploring how the economic landscape has been evolving
+Showcasing an example of how to structure an investment strategy

How artificial Intelligence will transform society

As the electrification of cars gains momentum, greater demand for nickel-based cathodes for usage in batteries will set nickel apart from other base metals. Nickel-rich cathodes give electric vehicle batteries higher energy densities and allow manufacturers to constrain their reliance on cobalt.

In this session will explore
+ As nickel becomes less steel dependent and more battery dependent, how will it alter the metal’s behaviour?
+ What are the challenges to produce enough of the appropriate grades of nickel to meet the insatiable demand likely to come from the vehicle sector?

During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
+ Raising the price of Carbon: the EU’s strategy to meet its climate goals
+ Platinum’s role in the energy transition: From abatement technology to the hydrogen economy
+ Copper’s role in the energy transition: the metal for electrification

Energy Transition Part 4 Nickel: Electric vehicle battery demand for nickel

When it comes to electrification of our energy systems, copper is likely to be one of the largest beneficiaries. As an excellent conductor of electricity and being so malleable and ductile alongside having a high resistance to corrosion, copper is the perfect metal for electrical wiring. With growth expected on many fronts, including an upgrade of the grid infrastructure, strong electric vehicle sales and a more expansive electric vehicle charging infrastructure, the demand for copper is likely to rise over the coming decades.

In this session will explore
+ What makes copper so unique and whether any substitutes can contend with this metal
+ Demand growth projections
+ The circular economy for copper

During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
+ Raising the price of Carbon: the EU’s strategy to meet its climate goals
+ Platinum’s role in the energy transition: From abatement technology to the hydrogen economy
+ Nickel’s role in the energy transition: Electric vehicle battery demand to transform nickel’s demand profile

Energy Transition Part 3 Copper: The metal for electrification

Platinum already has an established role in greenhouse gas emissions abatement, particularly in internal combustion engine vehicles. As emission regulation across the world becomes tighter, platinum loadings in traditional vehicles are likely to increase. However, as new energy vehicles gain prominence, there is still a role for platinum in the hydrogen economy. Platinum is used both in hydrogen fuel cells and in the production of green hydrogen.

In this session we will explore
+ Growth in demand trends in traditional internal combustion engine vehicles
+ How platinum is used in the hydrogen economy and its prospects for growth
+ How platinum’s unique supply concentration could present challenges in meeting rapid demand growth

During this week of webinars, we explore the commodities that will enable the decarbonisation effort and energy transition, as well help navigate clients through this emerging megatrend.
+ Raising the price of Carbon: the EU’s strategy to meet its climate goals
+ Copper’s role in the energy transition: the metal for electrification
+ Nickel’s role in the energy transition: Electric vehicle battery demand to transform nickel’s demand profile

Energy Transition Part 2 Platinum: From abatement technology to hydrogen economy

The recent market volatility is impacting different commodity markets in different ways, and thus highlighting the value of optimising a commodity portfolio. As each commodity has its own unique drivers and fundamentals, holding a basket of commodities can be quite heterogeneous. 

Join this webinar where Mobeen Tahir, Associate Director, Research at WisdomTree, will shed light on the current market conditions for key commodities and share views on their prospects going forward. This will be followed by Tom Jamie, Head of Commodity Investor Derivatives Sales, BNP Paribas, who will explain how an enhanced approach to investing in broad commodities in general, and energy in particular, can be used as a strategic alternative to traditional front-front benchmarks.

Investing in broad commodities: An enhanced approach by optimised strategies

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Investing in broad commodities: An enhanced approach by optimised strategies

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