WisdomTree identifies several themes with the potential to add extra alpha to portfolios, sharing the common denominator of capitalizing on the structural shifts reshaping global economies. In fact, the firm, celebrating 20 years of operations, believes that “we have entered the era of thematic investing,” as outlined in its investment outlook presentation document. Mobeen Tahir, Thematic Strategist at WisdomTree, highlights first and foremost the new era of the space economy.
