WisdomTree |Virtual Event | Quarterly Thematic Update – 20th October 2026
20. Oktober, 9:00 - 9:45
WisdomTree Virtual Event | WisdomTree Virtual Event | Quarterly Thematic Update – 20th October 2026
Geopolitics, energy security and the AI arms race have set the pace for investors through the first half of 2026. Yet beneath these headlines, thematic investments have rotated rapidly: from strategic metals and defence to AI infrastructure and renewables, as surging data center demand collides with decarbonization goals and the conflict in the Middle East that reinforced the importance of energy security and resilient supply chains. Against this fast moving backdrop, identifying the themes with the strongest momentum and staying power is becoming ever more critical for investors.
Our Quarterly Thematic series provides actionable insights to help align allocations with the trends shaping tomorrow’s economy. Join us on Tuesday, 20th October for our next session with Pierre Debru, Head of Research, Europe and Elvira Kuramshina, Associate Director, Quantitative Research.
In this session, we will:
- Analyse the latest performance trends across key thematic exposures
- Decode allocation dynamics through the lens of thematic flows
- Explore WisdomTree’s high-conviction themes tied to strategic priorities and the next wave of growth
This webinar will be hosted in English.
Kind regards,
