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 #BasisPointsPodcast #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 may create opportunities 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

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

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 Nasdaq, while lower yields could help the broader S&P 500 and value stocks hold up better. Read and subscribe: wtfunds.co/4hnON9n

Japan reached its defense spending goal two years early. New taxes and export reforms could support sustained demand for Japanese defense manufacturers. Christopher Gannatti (@bubblecurious1) and Baoqi Zhu examine the policy shifts: wtfunds.co/4i7MrvB #Japan #Defense

Why can China’s currency rise while its exports remain strong? On China of Tomorrow, @liqian_ren explains how China’s managed currency helps account for both trends, and discusses the country’s trade with Europe. Listen and subscribe: wtfunds.co/4xH2AxR #ChinaofTomorrow #China #Trade

Gold has underperformed three-month Treasury bills in just six calendar years over the 25-year period examined. In the latest episode of Contrarian Corner, Jon Flynn looks at what followed those periods. Watch the full episode: wtfunds.co/4yqjP71 #Gold #ContrarianCorner

As bond yields reach 20-year highs, @KevinFlanaganWT and Maggie Lucier revisit the case for zero duration as an anchor in a bond portfolio, including how the strategies have performed against the Bloomberg U.S. Aggregate Bond Index year to date. Listen to the Basis Points podcast: wtfunds.co/4rfRiPo #FixedIncome #Markets

Stocks have held near record highs as rates rise. How much faster can yields move before that changes? On this week's Minds on the Markets, @KevinFlanaganWT and @BradleyleyKrom discuss the role of earnings, the pace of rate moves and how a faster rise in yields could pressure equities. Watch the full episode on YouTube: wtfunds.co/4zsCLCL

Our latest Office Hours discussions examine bond portfolio positioning, advisor portfolio solutions, and opportunities across emerging markets. ✅ A Bond ‘Warsh’ Out → Explore what a “normal,” elevated rate environment could look like and how investors can position bond portfolios amid increased volatility. ✅ Portfolio Solutions in Practice: What’s Working for Advisors → Discuss the portfolio challenges advisors are navigating and solutions gaining traction, from custom models and SMAs to CIO support and portfolio consultations. ✅ Emerging Markets: Stocks, Bonds, or Currency → Compare the drivers of returns across emerging market equities, fixed income and currencies and consider the case for a multi-asset approach. 👉 Explore the latest insights from WisdomTree thought leaders. Register now: wtfunds.co/4yDYNmj