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

Growth forecasts reflect expectations. Profitability and realized growth help put them in context. The WisdomTree U.S. Quality Growth Fund ($QGRW) pairs quality and growth scores. Why pair growth expectations with profitability?

The research behind QGRW’s approach: wtfunds.co/4ela6ro

#QualityInvesting #GrowthInvesting

AI-related stocks have softened as Treasury yields fall and value stocks gain ground.

In this week’s Siegel Commentary, Professor Jeremy Siegel explains why he sees the shift as a reassessment so far, while noting that continued deterioration in sentiment could lead to a o/8Jr9PPT2y7

This week on Office Hours: growth investing, long/short strategies, models-based practices, and the post-election outlook.

✅ Quality & Growth: Factors for the Long-Run
✅ Rethinking Portfolio Construction Beyond Long-Only
✅ The Results Are in…Now on to 2028
✅ Long/Short Alph
✅ Building a Better Models-Based Practice Featuring Modelist

View the lineup: wtfunds.co/4yDYNmj

The Fed held rates steady at the October FOMC meeting. If inflation stays sticky, another increase could be in play by December.

@KevinFlanaganWT discusses the data and policy signals to watch on the Basis Points podcast: wtfunds.co/4rfRiPo

#BasisPointsPodcast #FixedIncome

At the October Fed meeting, the FOMC held rates steady, as expected. @KevinFlanaganWT sees December as still in play if growth stays firm and inflation remains sticky, potentially reversing one or two of last fall’s rate cuts.

His take on the Fed’s next move: wtfunds.co/4A2rCJm

#FederalReserve #Bonds #Markets

Gold has returned to December 2025 levels, narrowing the premium to WisdomTree’s gold price model. Christopher Gannatti (@bubblecurious1) and Nitesh Shah assess the drivers.

Read how forecasts for yields, the dollar and inflation shape the model’s 12-month gold projection: wtfunds.co/4BR8ujl

#Gold #Markets

Is China’s market buying really about China?

On the latest episode of China of Tomorrow, @liqian_ren says it may be aimed at limiting spillover from U.S. volatility. Many investors in China are only stepping in cautiously so far, which keeps confidence central to the outlook. for China’s market support: wtfunds.co/4xH2AxR

#ChinaofTomorrow #ChinaMarkets #EmergingMarkets

Treasury supply can add to or offset an existing rate trend, but it is not usually the primary driver.

On this week’s Minds on the Markets, @KevinFlanaganWT and @BradleyKrom discuss where the growing deficit fits into the bond market outlook. The economy, inflation and monetary forces shaping rates. Treasury supply is another factor to watch.

See where it fits in the outlook: wtfunds.co/4A0HnjR

The U.S. government posted a $1.99 trillion deficit for fiscal year 2026, up $217 billion from the prior year.

In this week’s Minds on the Markets, @KevinFlanaganWT and @BradleyKrom discuss why deficits are a secondary influence on rates and how rising Treasury supply could add it is only part of the rate story.

Read what could drive rates from here: wtfunds.co/4yM0OMm

We’re at #SchwabIMPACT! Stop by booth #431 to talk with the WisdomTree team about ETFs and model portfolios. @Schwab4RIAs

Cybersecurity Awareness Month highlights how cybersecurity extends beyond preventing attacks. Resilience and recovery, customer privacy and compliance, and data integrity all play a role.

The WisdomTree Cybersecurity Fund (WCBR) is designed to track companies primarily involved ed products.

WCBR’s approach to cybersecurity investing: wtfunds.co/4iaelHi

Two new ETFs take different approaches to systematic long/short investing: the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and the WisdomTree Global Alpha Fund (WTAL).

WSLS pairs U.S. small-cap market exposure with a long/short overlay. WTAL combines U.S. onal long/short strategies.

Take a closer look at how the strategies differ: wtfunds.co/4AR3iLP

#ETFs #Alternatives

The next round of Office Hours tackles the Fed’s policy path, the 2026 midterm elections, and what these developments could mean for markets.

✅ Fed Watch: Will It Be a Charlie Brown Halloween? → Examine what the October FOMC decision signals about the path ahead and how for future policy moves.

✅ Trump and Warsh and Mid-term elections…Oh my → Break down what the midterm elections and Fed transition could mean for stocks and bonds, including potential opportunities and risks in the months ahead.

👉 Stay ahead with insights that matter. Sign up here: wtfunds.co/4yDYNmj

The AI investment boom is shaping more than tech stocks. Its capital demands are influencing real interest rates and equity leadership. In this week’s Siegel Commentary, Professor Jeremy Siegel explains why a shift in AI spending could favor bonds and value stocks.

His view on plications: wtfunds.co/4hnON9n

DARPA’s Stage C moves quantum computing from roadmaps to hardware testing. Six companies now span six approaches, but none has demonstrated a utility-scale machine.

Chris Gannatti (@bubblecurious1) explains what DARPA is testing and why Stage C is a milestone, not a verdict: wtfunds.co/4i3ECIA

#QuantumComputing #DARPA

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 ttps://t.co/US5C0zmDJN

#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 #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 s 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

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 lds could help the broader S&P 500 and value stocks hold up better.

Read and subscribe: wtfunds.co/4hnON9n