Christopher Gannatti, Global Head of Research for WisdomTree, joined Keith Black, Managing Director of RIA Channel, to discuss how strong cybersecurity operations are a prerequisite for companies investing in AI, robotics, and other megatrend technologies.
Gannatti defines the infrastructure of trust in the context of cybersecurity, which is one of the megatrends of investing. Companies that want to adopt artificial intelligence, robotics, and other advanced technologies must have a strong cybersecurity program to protect those investments.
Before investing in any thematic or sector fund, investors must examine each company to determine the portion of revenues generated by the specific theme. To maximize exposure to a theme, investors should avoid investing in the largest companies in the NASDAQ 100 Index with limited exposure to the theme and instead focus on companies that are more of a pure play, such as CrowdStrike and Cloudflare.
Generative AI became part of the conversation with the launch of ChatGPT in November 2022. As technologies evolve, new cybersecurity companies go public, with stock prices that can be more volatile than the profits of the firms or the demand for their services.
WisdomTree works with Team8, a venture group that includes intelligence specialists with experience in the Israeli military, to evaluate cybersecurity companies.
WEBCAST – Trump, The Fed, and the Road Ahead
As we move through the second half of 2025, markets are balancing resilient economic data against elevated geopolitical risk, inflation concerns and an uncertain Fed path. With volatility persisting across asset classes and policy clarity still elusive, investors need a clear, tactical framework for positioning portfolios with purpose.
Join WisdomTree for an in-depth discussion on where we see opportunities across fixed income and equity markets. The session will also explore how evolving geopolitical developments are influencing investor sentiment, policy direction, and asset allocation decisions.
Topics include:
- What are the key policy signals from the Fed, Congress, and global trade headlines?
- Which equity strategies help capture global trends and hedge geopolitical risk?
- What role can municipal bond ETFs play in yield-focused portfolios?
- What are the benefits of using a barbell approach in today’s fixed income landscape?
Accepted for 1 CFP® / IWI / CFA CE Credit