From Rare Earths to Japanese Resilience: Navigating the Shifting Global Investment Landscape

By Jeremy Schwartz, CFA, Global Chief Investment Officer; Jeremy Siegel, WisdomTree Senior Economist; Samuel Rines, Macro Strategist, Model Portfolios; Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways China's control over rare earths presents a strategic vulnerability for the U.S.

ETF Trends • Nov 2, 2025

2 Soaring Assets Available Under 1 Umbrella

This year, investors have been rewarded by equities and gold. As of October 8, the S&P 500 was higher by nearly 16% YTD.

ETF Trends • Oct 15, 2025

GDE: Hybrid Fund With Exposure To Equities And Gold Still Has Room To Run

WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) offers leveraged exposure to both gold and equities, benefiting from current macroeconomic conditions. GDE is well-positioned as gold prices rise, supported by falling oil prices, strong ETF inflows, central bank buying, and tight silver markets. The traditional gold-real yield relationship has weakened, with gold now driven by global tensions, central bank demand, and a weakening U.S. dollar.

Seeking Alpha • Oct 14, 2025

WisdomTree: The NextGen Asset Manager Advisors Can Count On

Independent recognition. Innovative strategies.

ETF Trends • Sep 14, 2025

GDE: Finally I Find A Way To Include Gold In The Portfolio

The implicit leverage mechanism inside GDE makes it a puzzle piece of my portfolio that I had been looking for some time. The structure built around GDE allows the introduction of gold's functions (hedging) into an equity-oriented portfolio. Which, in my opinion, makes it interesting as a satellite component of the portfolio, considering the active management and the implicit leverage.

Seeking Alpha • Aug 10, 2025

GDE: This Gold Overlay Fund Sports Big Returns At A Low Cost

I have a buy rating on GDE, citing its strong risk-adjusted returns and efficient exposure to both US large-cap stocks and gold. GDE has outperformed both gold and the S&P 500 since March 2024, returning 90% versus 55% and 27%, respectively. The ETF offers capital-efficient diversification, low expenses, and robust technical momentum, although liquidity concerns warrant using limit orders.

Seeking Alpha • Aug 10, 2025

A Golden Honor for This Gold ETF

Gold is the best-performing major asset this year, enjoying a comfortable lead over its nearest competitors. Obviously, that's good news for holders of physical gold as well as investors engaged with related ETFs.

ETF Trends • Jun 27, 2025

Gold & Stocks Meet in 1 ETF

When allocating to alternative investments, like gold, market participants often grapple with how much of their portfolios should be devoted to those assets. They also wonder whether it's their equity or fixed income sleeves that will be subject to pruning.

ETF Trends • Jun 9, 2025

Hedged And Leveraged: Inside GDE

GDE offers a unique blend of US large cap equities and gold futures for inflation protection and diversification. The fund achieves capital efficiency by leveraging gold futures, resulting in 180% notional exposure while maintaining risk balance due to lower correlation. Active management and periodic rebalancing help GDE adapt to sector rotation and market changes, with a growth and tech bias.

Seeking Alpha • May 30, 2025

Investors Are Turning Defensive: 2 ETFs To Consider For What Could Be Coming

Despite my preference for individual stocks, I've added Schwab's U.S. Large-Cap Growth ETF to address my portfolio's lack of tech sector exposure. With inflation creeping up and potential tariffs on the horizon, investors might consider dividend-focused stocks as safe-havens in a high inflation environment. The Putnam BDC Income ETF offers a near 9% yield and includes high-quality BDCs like Ares Capital, Blackstone Secured Lending, and Main Street Capital.

Seeking Alpha • Mar 6, 2025