Energy, geopolitics, and AI: the themes shaping 2026 | The Next Big Thing

Thematic investing is being reshaped by three powerful forces: rising energy demand, intensifying geopolitics, and the rapid buildout of AI infrastructure.In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti discuss the key themes from our latest thematic outlook. They explore the concept of energy addition, the growing importance of nuclear power, the strategic role of rare earth metals, and how the global race for AI infrastructure is changing markets.From defence spending and drone technology to the evolving outlook for software and semiconductors, this conversation connects the dots across the themes shaping markets in 2026.For European investors, explore the outlook here: wisdomtree.eu/outlook