Explore Every Angle

The Next Big Theme: May 2024

May 17, 2024

The Next Big Theme: May 2024

This month, we discuss disruptive trends in Artificial Intelligence, Defense Technology, Cloud Computing, Robotics, CleanTech, and Video Games & Esports. By Ido Caspi

The Next Big Theme: April 2024

Apr 23, 2024

The Next Big Theme: April 2024

This month, we discuss disruptive trends in Lithium & Battery Technology, AI, U.S. Infrastructure, Social Media, Genomics & Biotechnology, and CleanTech. By Ido Caspi

The Next Big Theme: March 2024

Mar 19, 2024

The Next Big Theme: March 2024

This month, we discuss disruptive trends in Robotics, Electric Vehicles, AI, Hydrogen, Telemedicine & Digital Health, Cybersecurity, and beyond. By Ido Caspi

The Rise of Humanoids, Explained

Mar 1, 2024

The Rise of Humanoids, Explained

Recent technological breakthroughs and decreasing production costs make mass production and adoption of humanoid robots more of a reality than ever. By Ido Caspi

The Next Big Theme: February 2024

Feb 22, 2024

The Next Big Theme: February 2024

This month, we discuss disruptive trends in U.S. Infrastructure, AI, Healthcare, Social Media, Internet of Things, and beyond. By Ido Caspi

The Next Big Theme: January 2024

Jan 22, 2024

The Next Big Theme: January 2024

This month, we discuss disruptive trends in electric vehicles, IoT, healthcare, artificial intelligence, cloud computing, disruptive materials and beyond. By Mayuranki De

The Next Big Theme: December 2023

Dec 19, 2023

The Next Big Theme: December 2023

This month, we discuss disruptive trends in healthcare, defense technology, cybersecurity, e-commerce, FinTech, artificial intelligence, and beyond. By Mayuranki De

The Next Big Theme Japan: December 2023

Dec 15, 2023

The Next Big Theme Japan: December 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Nvidia Gears Up for Rising AI Chip Demand from Japan, Toshiba and Rohm Join Hands for Powerchip Production, Community Tournament Guidelines by Nintendo Cause a Stir, and Fanuc Develops Robots for EV Production, Signs Contract with Volvo.

The Next Big Theme: November 2023

Nov 21, 2023

The Next Big Theme: November 2023

This month, we discuss numerous disruptive trends, including artificial intelligence, e-commerce, electric vehicles, social media, and FinTech. By Mayuranki De

Gaming Industry Charts a Rebound in 2023

Nov 21, 2023

Gaming Industry Charts a Rebound in 2023

The gaming industry appears to have positive momentum going into 2024, thanks to highly anticipated releases and breakthroughs in mobile and cloud gaming. By Mayuranki De

The Next Big Theme Japan: November 2023

Nov 1, 2023

The Next Big Theme Japan: November 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Tokyo Electron Gears Up for Fight with Lam Research in Semiconductor Etching Space, Foreign Investment into Japan Continues in October, Tokyo Game Show Held Offline for First Time in 4 Years, With Record Number of Exhibitors, and Fanuc’s Number of Industrial Robots Produced Surpasses 1 million Mark.

The Next Big Theme: October 2023

Oct 25, 2023

The Next Big Theme: October 2023

This month, we discuss numerous disruptive trends, including AI, genomics, electric vehicles, the metaverse, FinTech, and defense technology. By Mayuranki De

Capex Catalysts for Semiconductors in 2024

Oct 23, 2023

Capex Catalysts for Semiconductors in 2024

As the end of 2023 approaches, signs are emerging that the bottom of the semiconductor cycle could be behind us as the post-pandemic slump in electronics consumption clears up. The semiconductor story does not end at demand for consumer electronics. Governments are ramping up spending to bring semiconductor production back home, while the generative AI revolution is creating a new ecosystem of semiconductor-powered services. These trends are likely to drive up spending on semiconductor equipment and factories.

An Introduction to Stablecoins

Oct 19, 2023

An Introduction to Stablecoins

Demand for stablecoins has exploded due to their myriad use cases and growing adoption of blockchain technology, but there are risks to consider. By Erik Anderson

Uranium, Explained

Oct 11, 2023

Uranium, Explained

Uranium is the key to nuclear power, an energy source that has seen renewed interest as the world works toward a greener future. By Rohan Reddy

The Next Big Theme: September 2023

Sep 22, 2023

The Next Big Theme: September 2023

This month, we discuss numerous disruptive trends, including cloud computing, AI, video games, cybersecurity, cannabis, and electric vehicles. By Mayuranki De

The Next Big Theme Japan: September 2023

Sep 18, 2023

The Next Big Theme Japan: September 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Sony Announces New Portable Gaming Platform “PlayStation Portal”, What the 2023 CESA Games White Paper Reveals About Japan’s Video Game Market, Q2 2023: Japanese Semi Companies Post Losses But Signs of Broader Recovery May Be Here, Japanese Chipmaker Renesas Set to Acquire Sequances, and more.

The Next Big Theme (Japan): August 2023

Aug 20, 2023

The Next Big Theme (Japan): August 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss ChatGPT Arrives in Kasumigaseki, America and Japan Consider India as Strengthening Semi Supply Chains Becomes Priority, and more.

The Next Big Theme: August 2023

Aug 18, 2023

The Next Big Theme: August 2023

This month, we discuss U.S. infrastructure development, social media platforms, solar energy, artificial intelligence, FinTech, and more. By Mayuranki De

Thematic Investing Whitepaper: New Consumer

Aug 10, 2023

Thematic Investing Whitepaper: New Consumer

Demographic and regulatory shifts are creating a new consumer who could shape longer-term consumption patterns and create compelling investment opportunities. By Jon Maier and Shannon Ahern

Three AI Thoughts Beyond the Headlines

Aug 8, 2023

Three AI Thoughts Beyond the Headlines

We see multiple angles to the artificial intelligence investment theme, including cloud computing, chip/sensor companies, and commercial adoption. By Scott Helfstein

The Next Big Theme: July 2023

Jul 18, 2023

The Next Big Theme: July 2023

This month, we discuss electric vehicles, artificial intelligence, genomics, social media, cloud computing, infrastructure spending, and more. By Mayuranki De

The Next Big Theme (Japan): July 2023

Jul 15, 2023

The Next Big Theme (Japan): July 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Government Fund Investment in JSR May Trigger Restructuring of Semi Materials Industry, Toyota Executes Two-Pronged EV Strategy, Collaborative and Service Robots Continue to Enter the Japanese Consumer’s Home, and more.

The Next Big Theme (Global): June 2023

Jun 20, 2023

The Next Big Theme (Global): June 2023

This month, we discuss Apple’s move into the metaverse, infrastructure spending, artificial intelligence, novel treatments for melanoma, and more. By Mayuranki De

The Next Big Theme (Japan): June 2023

Jun 1, 2023

The Next Big Theme (Japan): June 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Fanuc’s collaborative robot, CyberAgent’s self-developed large language model, Nintendo’s newest Legend of Zelda game, and more.

The Benefits of Diversification in Crypto

May 31, 2023

The Benefits of Diversification in Crypto

Diversifying beyond bitcoin and ether could provide crypto investors with more efficient portfolios with potentially better risk/return characteristics. By Erik Anderson

The Next Big Theme: April 2023

Apr 17, 2023

The Next Big Theme: April 2023

Digital Health & Cybersecurity FDA Prioritizes Safety in Medical Devices The Food & Drug Administration (FDA) updated regulations and guidelines for medical ... By Mayuranki De

CleanTech Gets a Big Corporate Push

Apr 5, 2023

CleanTech Gets a Big Corporate Push

Many companies know the future needs to be green, so they’re accelerating their sustainability efforts to promote climate friendly operations and reduce ... By Alec Lucas & Madeline Ruid

The Next Big Theme: March 2023

Mar 22, 2023

The Next Big Theme: March 2023

Artificial Intelligence The Bet on ChatGPT Earlier this month, OpenAI launched the ChatGPT and Whisper application programming interfaces (APIs), which are now ... By Mayuranki De

Generative AI, Explained

Mar 3, 2023

Generative AI, Explained

It’s not often we see technologies gain exponential adoption and attention in a very short time frame the same way OpenAI’s ChatGPT ... By Pedro Palandrani

The Next Big Theme: January 2023

Jan 20, 2023

The Next Big Theme: January 2023

Metaverse & Video Games Virtual Reality Immerses Itself in 2023 Meta Platforms will allocate an estimated 20% of its overall costs and ... By Mayuranki De

The Next Big Theme: December 2022

Dec 23, 2022

The Next Big Theme: December 2022

E-commerce Surprise Holiday Season Sales Surpass Expectations Despite persistent inflation and return to store headwinds, U.S. holiday sales got off to a ... By Mayuranki De

2023 Outlook: Get the Balance Right

Dec 13, 2022

2023 Outlook: Get the Balance Right

The market’s mood hung on every syllable from the Federal Reserve (Fed) in 2022, and 2023 may rhyme. Different for the Fed ... By Jon Maier; Michelle Cluver, CFA; Shannon Ahern, CFA

The Next Big Theme: November 2022

Nov 23, 2022

The Next Big Theme: November 2022

Social Media User Engagement a Positive as Digital Ad Spending Slowed Earnings reports from major social media platforms highlighted that no company ... By Mayuranki De

The Next Big Theme: October 2022

Oct 18, 2022

The Next Big Theme: October 2022

Cybersecurity Breaches Boom, Governments Respond Australian telecommunications company Optus came under fire in September after a hacker released personal data on 9.8 ... By Mayuranki De

RYLD: A Covered Call Strategy for Rising Rates

Oct 6, 2022

RYLD: A Covered Call Strategy for Rising Rates

The Russell 2000 Index (RTY) is facing turbulent market conditions in 2022 relative to prior years as financing needs increase, credit spreads ... By Rohan Reddy & Eric Zheng

The Next Big Theme: September 2022

Sep 21, 2022

The Next Big Theme: September 2022

Renewable Energy & Electric Vehicles Inflation Reduction Act Paves the Way for Clean Energy The recently passed Inflation Reduction Act (IRA) creates ... By Mayuranki De

The Next Big Theme: August 2022

Aug 29, 2022

The Next Big Theme: August 2022

E-commerce E-commerce Shines a Spotlight on SMBs Small and midsize businesses (SMBs) are being cast into the limelight as government aid and ... By Mayuranki De

Investment Strategy Monthly Insights, August 2022

Aug 24, 2022

Investment Strategy Monthly Insights, August 2022

Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank ... By Morgane Delledonne

Investment Strategy Monthly Insights, July 2022

Jul 19, 2022

Investment Strategy Monthly Insights, July 2022

Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s ... By Morgane Delledonne

The Next Big Theme: July 2022

Jul 18, 2022

The Next Big Theme: July 2022

Electric Vehicles Up-and-coming Players Make Their Mark, Battery Tech Remains a Focus Electric vehicle (EV) sales continue to surge, with companies topping ... By Mayuranki De

The Next Big Theme: June 2022

Jun 23, 2022

The Next Big Theme: June 2022

Lithium & Renewable Energy U.S. Ramps Up Investments in Battery Tech The U.S. Department of Energy (DOE) released notices of intent to ... By Mayuranki De

Investment Strategy Monthly Insights, May 2022

May 25, 2022

Investment Strategy Monthly Insights, May 2022

Between a sustained energy crisis in Europe, rampant inflation globally, and ongoing supply chain disruptions around the world, investors across developed economies ... By Morgane Delledonne

The Next Big Theme: May 2022

May 16, 2022

The Next Big Theme: May 2022

Metaverse The Virtual Dimension Starts to Take Shape Consumer engagement with the metaverse is increasing. Nvidia’s Omniverse now has over 50,000 individual ... By Mayuranki De

The Next Big Theme: April 2022

Apr 19, 2022

The Next Big Theme: April 2022

Renewable Energy Private Sector Publicizes Climate Change Effects The U.S. Securities and Exchange Commission (SEC) proposed mandating publicly traded companies to report ... By Mayuranki De

The Next Big Theme: March 2022

Mar 17, 2022

The Next Big Theme: March 2022

Renewable Energy Energy on the Front Lines In recent years, Europe imported about 45% of its natural gas, a third of its ... By Mayuranki De

Russia/Ukraine Conflict and Implications on Sector Views

Mar 1, 2022

Russia/Ukraine Conflict and Implications on Sector Views

Russia’s invasion of Ukraine, the biggest conventional military attack in Europe since World War II, has wide-ranging implications for economies and markets ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov

The Next Big Theme: February 2022

Feb 16, 2022

The Next Big Theme: February 2022

Solar & Renewable Energy Solar Power Heats Up U.S. Power Grid The U.S. Energy Information Administration (EIA) projects 46.1 gigawatts (GW) of ... By Mayuranki De

The Next Big Theme: January 2022

Jan 18, 2022

The Next Big Theme: January 2022

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Mayuranki De

Thematic ETF Report: Q4 2021

Jan 10, 2022

Thematic ETF Report: Q4 2021

The Global X research team is pleased to release the Q4 2021 edition of the Thematic ETF Report. By Pedro Palandrani

The Next Big Theme: December 2021

Dec 14, 2021

The Next Big Theme: December 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

2022 Outlook: The Fed’s Great Balancing Act

Dec 9, 2021

2022 Outlook: The Fed’s Great Balancing Act

With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into 2022. The market is contextualizing demand-driven ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA

The Next Big Theme: November 2021

Nov 17, 2021

The Next Big Theme: November 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Bitcoin: The Basics

Nov 10, 2021

Bitcoin: The Basics

In October 2008, a mysterious whitepaper touting a potentially revolutionary monetary concept made its way to a cryptography mailing list. In a ... By Matt Kunke

Five Keywords for China’s Singles’ Day

Nov 8, 2021

Five Keywords for China’s Singles’ Day

After a year of significant regulatory shifts, Singles’ Day will be a good indicator of the future of Chinese e-commerce and consumption ... By Dillon Jaghory

Japan’s Robot Dominance

Nov 1, 2021

Japan’s Robot Dominance

Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable ... By Dillon Jaghory

Thematic ETF Report: Q3 2021

Oct 7, 2021

Thematic ETF Report: Q3 2021

The Global X research team is pleased to release the Q3 2021 edition of the Thematic ETF Report. By Pedro Palandrani

The Next Big Theme: October 2021

Oct 6, 2021

The Next Big Theme: October 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: September 2021

Sep 15, 2021

The Next Big Theme: September 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Case for Risk Managed Income ETFs

Aug 26, 2021

The Case for Risk Managed Income ETFs

On August 26th, 2021, we listed the Global X Nasdaq 100 Risk Managed Income ETF (QRMI) on the Nasdaq stock exchange and ... By Rohan Reddy

The Next Big Theme: August 2021

Aug 17, 2021

The Next Big Theme: August 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: July 2021

Jul 13, 2021

The Next Big Theme: July 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Thematic ETF Report: Q2 2021

Jul 8, 2021

Thematic ETF Report: Q2 2021

The Global X research team is pleased to release the Q2 2021 edition of the Thematic ETF Report. By Pedro Palandrani

CleanTech: It’s All About Scale

Jun 24, 2021

CleanTech: It’s All About Scale

For promising new clean technologies, achieving greater scale is critical to becoming economically viable. By Jay Jacobs, CFA

Key Themes for the New Normal Economy

May 10, 2021

Key Themes for the New Normal Economy

Thematic investments that target specific areas that could thrive in New Normal Economy may be well-positioned for multi-year growth. By Jay Jacobs, Morgane Delledonne, Pedro Palandrani, & Andrew Little

The Next Big Theme: April 2021

Apr 13, 2021

The Next Big Theme: April 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: February 2021

Feb 11, 2021

The Next Big Theme: February 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: January 2021

Jan 20, 2021

The Next Big Theme: January 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Thematic ETF Report: Q4 2020

Jan 7, 2021

Thematic ETF Report: Q4 2020

The Global X research team is pleased to release the Q4 2020 edition of the Thematic ETF Report. By Pedro Palandrani

Global X 2021 Outlook

Dec 29, 2020

Global X 2021 Outlook

In our 2021 outlook, we explore potential catalysts that could propel markets forward. By Global X Team

The Next Big Theme: December 2020

Dec 11, 2020

The Next Big Theme: December 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Value of Data in a Digital World

Nov 20, 2020

The Value of Data in a Digital World

With widespread internet connectivity we now live in a digital world where many of the world’s leading companies derive their value from ... By Pedro Palandrani

The Next Big Theme: November 2020

Nov 13, 2020

The Next Big Theme: November 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: October 2020

Oct 16, 2020

The Next Big Theme: October 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Thematic ETF Report: Q3 2020

Oct 5, 2020

Thematic ETF Report: Q3 2020

The Global X research team is pleased to release the Q3 2020 edition of the Thematic ETF Report. By Pedro Palandrani

The Next Big Theme: August 2020

Aug 12, 2020

The Next Big Theme: August 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Andrew Little, Pedro Palandrani

Can Lithium Keep Up With the EV Boom?

Jun 24, 2020

Can Lithium Keep Up With the EV Boom?

For EVs to successfully achieve their full potential, the entire supply chain must be carefully calibrated to meet rising EV demand. By Pedro Palandrani

Mapping the Cloud: A Look at the Segments Driving Growth

Apr 20, 2020

Mapping the Cloud: A Look at the Segments Driving Growth

In today’s world where robust digital infrastructure and remote work arrangements are vital, we increasingly hear about the importance of the cloud – the virtual space where software applications run, data reside, and computing occurs. A few firms’ services may immediately come to mind when discussing the cloud: Amazon’s AWS, Microsoft’s Azure, and Alphabet’s Google […]

The Next Big Theme: March 2020

Mar 27, 2020

The Next Big Theme: March 2020

Lithium & Battery Technology Opening Lithium’s Gates Bill Gates-led Breakthrough Energy Ventures announced the investment on a US startup that aims to transform lithium extraction. The startup, Lilac Solutions, is a mining technology company commercializing a new ion exchange technology for lithium extraction from brine resources that is significantly faster, cheaper, and more scalable than […]

Video Game Industry Hits Reset in 2020

Mar 27, 2020

Video Game Industry Hits Reset in 2020

Today’s videogame industry has come a long way since the days of Atari consoles and video arcades. Yes, technological improvements now enable hyper-realistic 3D graphics that look nothing like the flat, jagged-edged 8-bit characters of the 1980’s. But just as meaningfully, the preferences of a new generation of gamers are evolving, and so too are […]

Mortgage REITs, Explained

Oct 5, 2017

Mortgage REITs, Explained

In this piece, we explain the Mortgage REIT business model, its performance drivers and the outlook for Mortgage REITs in the current environment.

What are YieldCos?

Jan 7, 2016

What are YieldCos?

YieldCos are an emerging asset class of publicly traded companies that are focused on returning cash flows generated from renewable energy assets to shareholders.

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All contents of this website are copyrighted by Global X Japan, or by other sources that provided such information. Any replication, citation, reprinting, or transmission of the content – by any means and for any purpose – without permission is prohibited. All the information contained on this website has been obtained from sources believed to be reliable; however, the accuracy and integrity of such information is not guaranteed.

Global X Funds and Global X are the registered trademarks indicating specific exchange-traded funds that Global X LLC is a sponsor or a provider of, or serves as an advisor to around the world, except in Japan. Any replication, citation, reprinting, or transmission – by any means and for any purpose – without permission is prohibited.