Research & Insights | Global X ETFs

Nov 27, 2024

FinTech Momentum Could Continue into 2025

Improving margins and profitability, along with continued consumer spending growth, support a positive outlook for FinTech in 2025. By Ido Caspi

Nov 18, 2024

The Next Big Theme: November 2024

This month, we discuss disruptive trends in AI, Defense Tech, Healthcare Innovation, Lithium & Battery Tech, Data Centers, and Electric Vehicles. By Ido Caspi

Nov 13, 2024

Inflection Points: Beyond Regional Conflicts

Geopolitics are driving uncertainty, but U.S. competitiveness is a bipartisan goal and may create opportunities in defense tech, infrastructure, and automation. By Scott Helfstein

Nov 4, 2024

Drones in Defense: Reshaping Modern Warfare and its Economics

Due to their low costs and advanced capabilities, drones are transforming warfare and their economics. By Ido Caspi

Oct 22, 2024

The Next Big Theme: October 2024

This month, we discuss disruptive trends in Defense Technology, AI, Lithium & Battery Tech, Healthcare Innovation, Clean Energy, and Data Centers. By Ido Caspi

Oct 1, 2024

Inflection Points: The Next Revolution: From the Information to the Automation Age

The transition from the Information Age to the Automation Age could drive improved corporate profitability that propels market valuations higher. By Scott Helfstein

Sep 17, 2024

The Next Big Theme: September 2024

This month, we discuss disruptive trends in AI, Healthcare Innovation, Internet of Things, Electric Vehicles, Defense Technology, and Hydrogen. By Ido Caspi

Sep 13, 2024

Balancing Equity Portfolios With Covered Calls as an Alternative to Fixed Income

Covered calls may be an attractive alternative to fixed income for investors looking to balance their equity portfolios. By Robert J. Scrudato

Aug 20, 2024

The Next Big Theme: August 2024

This month, we discuss disruptive trends in Robotics, Data Centers, Healthcare Innovation, Lithium, U.S. Infrastructure, and Clean Energy. By Ido Caspi

Aug 14, 2024

Inflection Points: The Summer Vol Stew Recipe

Long-term investment returns are typically unrelated to short-term volatility spikes, but there are strategies to consider if volatility remains elevated. By Scott Helfstein

Aug 12, 2024

Uranium Update: When Public Policy and Private-Sector Demands Align

With energy demand poised to accelerate, the public and private sectors are increasingly looking toward nuclear as a reliable power source. By Chandler Nichols

Jul 26, 2024

Small Caps Are Positioned to Benefit From Falling Rates

Investors anticipating Fed interest rate cuts may want to consider small-cap equities, which typically benefit from lower rates and looser financial conditions. By Jason Anderlik

Jul 25, 2024

The Next Big Theme: July 2024

This month, we discuss disruptive trends in Artificial Intelligence, Electric Vehicles, U.S. Infrastructure, Clean Energy, E-commerce, and Lithium. By Ido Caspi

Jul 25, 2024

Inflection Points: And Just Like That… Rising Election Risk

Given election uncertainty, themes that may be insulated from geopolitical volatility like U.S. Infrastructure, Defense Tech, and Uranium could be appealing. By Scott Helfstein

Jul 3, 2024

Advancing AI Requires Major Data Center and Digital Infrastructure Upgrades

Data center industry is bracing for a transformation, to accommodate growing needs of Generative AI. By Tejas Dessai

Jul 1, 2024

India’s Digitization Journey: Opportunities for Stock Selection Beyond the Benchmark

India’s digital journey started nearly a decade ago, and the country’s leading tech stack may offer unique investment opportunities for active stock pickers. By Paul Dmitriev

Jun 24, 2024

The Next Big Theme: June 2024

This month, we discuss disruptive trends in Artificial Intelligence, Data Centers, U.S. Infrastructure, Telemedicine, Robotics, and Cybersecurity. By Ido Caspi

Jun 18, 2024

Inflection Points at Mid-Year: Favorable Winds, Choppy Seas

Labor, leverage, and liquidity are strong, helping explain stocks’ year-to-date advances and a look to the second half of 2024. By Scott Helfstein

Jun 4, 2024

AI Boom Is Creating Opportunities for Renewables and Power Infrastructure

Rapid growth of AI and data centers is creating significant potential opportunities for the world's power producers, including renewable energy developers. By Madeline Ruid

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

May 15, 2024

Four Defense Technology Companies Transforming National Security

Growing incorporation of technology in defense along with rising conflicts and geo-political uncertainty positions major defense technology firms to benefit. By Tejas Dessai

May 8, 2024

Inflection Points: The Fed vs. the Innovation Economy

Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions. By Scott Helfstein

May 8, 2024

Covered Call & Growth: A Dividend Alternative with Equity Upside Potential

Covered call & growth strategies may be interesting alternatives to equity dividends, given their upside potential and option premium income. By Chandler Nichols and Robert J. Scrudato

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

Apr 22, 2024

Four Companies Reshaping the Artificial Intelligence Landscape

2024 marks a significant shift for generative AI, moving from the experimentation phase to monetization, thus providing investors with greater opportunities. By Ido Caspi

Apr 18, 2024

Inflection Points: The Return of the Operating Leverage

Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities. By Scott Helfstein

Apr 10, 2024

Harnessing Implied Volatility as a Leading Market Indicator

Volatility gauges can be leading market indicators and important metrics for investors to consider in their capital allocations. By Robert J. Scrudato

Apr 5, 2024

U.S. Election Preview: Infrastructure Development is Something Both Sides Can Agree On

Infrastructure investment is an area of bipartisan support, and we believe government funding will likely remain strong, regardless of election outcomes. By Madeline Ruid

Mar 25, 2024

Quarterly Income Commentary: Enhancing Yields Through Preferred Stocks and Fixed Income

With interest rates at 15-year highs and inflation possibly receding, we believe this is an opportune time for investors to consider fixed income. By Kenny Zhu

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

Mar 11, 2024

Inflection Points: AI Doesn’t Rhyme with Dotcom

The dotcom boom-bust is etched in many investors’ minds, but the differences between today’s market backdrop and the late 1990s are palpable. By Scott Helfstein

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

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

Jan 31, 2024

Inflection Points: The Best Defense Is a Good Offense

Buying at a market high may seem unnerving, but consider themes that lagged the market despite superior earnings growth and margin improvement. By Scott Helfstein

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

Dec 26, 2023

Lithium and EV Market Update: Slower-Than-Expected Sales Growth Just a Bump in the Road

Uncertainty remains in the short term, especially in China, but we believe the pillars that have supported EV adoption are intact. By Alec Lucas

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

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.

Dec 13, 2023

Inflection Points: Five Risks for 2024 Keeping Us Awake

Heading into 2024, we remain reasonably optimistic about the outlook for financial markets, but there are geopolitical risks investors should be aware of. By Scott Helfstein

Dec 5, 2023

Growing Policy Support Creates Strong Tailwinds for the Low-Carbon Hydrogen Industry

Hundreds of billions in government subsidies for low-carbon hydrogen are likely to create significant growth opportunities throughout the hydrogen value chain. By Madeline Ruid

Nov 27, 2023

ChatGPT’s One-Year Anniversary: Generative AI’s Breakout Year

One year ago, OpenAI publicly launched ChatGPT, kicking off the generative AI boom that is quickly reshaping the technology industry and consumer behaviors. By Ido Caspi

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

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

Nov 14, 2023

Inflection Points: 4 for 24: Themes to Watch for Next Year

We see four themes that may benefit from the current macro, fundamental, and geopolitical backdrops: AI, U.S. infrastructure, cybersecurity, and healthcare. By Scott Helfstein

Nov 14, 2023

Divergence in U.S. Banks: Opportunities in Preferreds (Part II)

The Global X U.S. Preferred ETF may appeal to investors seeking alternative income with expanded exposure to large banks and defensive companies. By Sam Moore and Rohan Reddy

Nov 14, 2023

Divergence in U.S. Banks: Exploring Resilience in Global Systemically Important Banks (Part I)

Despite turbulence in the banking sector this year, Global Systemically Important Banks have shown remarkable resilience versus their smaller counterparts. By Sam Moore and Rohan Reddy

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.

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

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.

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

Oct 13, 2023

Generative AI Delivers a Boost to Cloud Computing

We may be witnessing a turning point for cloud computing companies, driven by improving fundamentals and the growing importance of generative AI. By Tejas Dessai

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

Oct 5, 2023

Inflection Points: Whither China, and Thematic Implications

China could chart a competitive or cooperative course, but many themes like robotics, AI, cleantech, and infrastructure remain pertinent in either case. By Scott Helfstein

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

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.

Sep 13, 2023

Introducing SHLD: The Case For Defense Tech

Our latest fund, the Global X Defense Tech ETF, offers exposure to the hardware, cybersecurity, and AI tools used to meet evolving threats. By Tejas Dessai

Sep 8, 2023

One Year In, the Inflation Reduction Act’s Influence on CleanTech Is Just Getting Started

Since its passage in August 2022, the Inflation Reduction Act has been instrumental in boosting cleantech growth prospects in the United States. By Madeline Ruid

Sep 4, 2023

Investment Strategy Monthly Insights: U.S. Industrial Resurgence, Cloud-Powered AI and Digital Shopping Trends

Despite global macroeconomic uncertainty, the environment appears brighter in the U.S., aided by an industrial renaissance and cloud-powered AI transformation. By Alex Roll

Aug 31, 2023

Thematic Investing Whitepaper: Healthcare Innovation (Genomics & Telemedicine)

An aging population increases demand for advanced and affordable healthcare, creating long-term investment opportunities in genomics and telemedicines. By Jon Maier and David Beniaminov

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.

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

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

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

Jul 28, 2023

Quarterly Income Commentary: Covered Call Writing Strategies as an Attractive Income Solution

We believe call option writing on major equity indexes can potentially supplement income and mitigate some downside market concerns. By Rohan Reddy & Chandler Nichols

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

Jul 18, 2023

Four Japanese Companies Leading Robotics and Automation

The structural readjustment of supply chains and the generative AI boom could create exciting new opportunities for Japanese robotics companies. By Dillon Jaghory

Jul 17, 2023

Mid-Year Thematic Review: Contrarians 1, Consensus 0

We believe investors have reasons for optimism in the second half of 2023 and beyond, supported by AI and a potential innovation boom. By Scott Helfstein

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.

Jul 12, 2023

Introducing the U.S. Cash Flow Kings 100 ETF (FLOW)

Free cash flow, the primary screening criteria for our U.S. Cash Flow Kings 100 ETF, can be an important measure of business health. By Chandler Nichols & Rohan Reddy

Jun 29, 2023

Energy & MLP Insights: U.S. Midstream Sector Can Gain from M&A Activity and Energy Supply Fundamenta

U.S. midstream pipelines, which continue to show high yields and attractive valuations, are increasingly turning to mergers and acquisitions for growth. By Rohan Reddy

Jun 23, 2023

Artificial Intelligence Opens a Generational Opportunity for Chipmakers

Artificial intelligence may be revolutionary, but it’s not possible without specialized hardware, creating a large potential opportunity for chipmakers. By Tejas Dessai

Jun 21, 2023

Introducing the Global X 1-3 Month T-Bill ETF (CLIP)

By accessing the front end of the treasury curve, the Global X 1-3 Month T-Bill ETF could provide a low volatility investment option. By Samuel Moore & Rohan Reddy

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

Jun 16, 2023

Preferred Stock Outlook in the Wake of the Banking Sector Shakeout

Regional bank pressures increased scrutiny on preferreds, but the present status of the banking sector may be more positive than the market indicates. By Samuel Moore & Rohan Reddy

Jun 16, 2023

Second Half Outlook – The Year of Efficiency and What Comes Nexts

A mild recession is likely looming, but several structural factors could make it rather unique, potentially upending investors’ traditional downturn playbook. By Jon Maier; Michelle Cluver, CFA

Jun 13, 2023

The Metaverse and Immersive Technologies Show Promise in Industrial Applications

Consumer use of the Metaverse tends to capture the headlines, but industrial applications likely represent a potential near-term revenue opportunity. By Mayuranki De

Jun 1, 2023

Inflection Points: The Coiled Equity Spring

Despite a fragile economy, we see numerous green shoots and silver linings that could support equity markets. By Scott Helfstein, PhD

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.

Jun 1, 2023

Recent Climate Change & CleanTech Reports Suggest Potential Large Long-Term Investment Opportunities

Three recent and notable climate change reports reaffirmed our conviction in the likely positive long-term outlooks for clean energy investment themes. By Madeline Ruid

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

May 19, 2023

Quarterly Income Commentary: Short-Term Treasury Rates Signal a Potential Policy Shift

In times of elevated uncertainty, options markets could be potentially useful tools to monetize volatility for income investors with a risk-management lens. By Rohan Reddy & Chandler Nichols

May 12, 2023

Social Media: Thriving Engagement and Low Valuations Could Potentially Drive Outperformance

Robust platform engagement, attractive valuations, and cost cutting could create an opportunity for potential outperformance in the social media space. By Tejas Dessai

May 11, 2023

New York Auto Show Recap: Electric Vehicle Innovation Prominently on Display

Electric vehicles were front and center at the auto show, as were efforts to educate consumers on charging networks and government incentives. By Madeline Ruid

May 11, 2023

Understanding the Income Landscape for Options Strategies

Covered call options strategies may be able to bring diversification potential to investor portfolios in times of heightened volatility. By Rohan Reddy

Apr 28, 2023

Chile Lithium Update: Boric’s Plans Fall Short of Nationalization

On April 20, Chile’s President Gabriel Boric asserted that he would move forward with plans to nationalize the country’s lithium industry. On ... By Alec Lucas

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

Apr 12, 2023

Copper Update: China’s Demand and Renewed Supply Risks to Be Supportive of a Market Rebound

Copper is a workhorse metal in the global economy given its high ductility, conductivity, and corrosion-resistant properties. Today, clean energy initiatives are ... By Rohan Reddy

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

Mar 29, 2023

Where Do Emerging Markets Stand in the Electric Vehicle Transition?

Climate change represents one of the greatest challenges the world faces. Rising temperatures, increased frequency of extreme weather events, water scarcity, and ... By Global X Research Team

Mar 24, 2023

Digital Economy Discovers a Potential Frontier for Growth Thanks to Generative AI

Large language models (LLMs) like GPT-3, the underlying technology behind OpenAI’s immensely popular ChatGPT, are smarter by several orders of magnitude than ... By Tejas Dessai & Mayuranki De

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

Mar 17, 2023

Income Outlook: Finding Alternative Income Potential as Interest Rates Expected to Begin Peaking

The Global X Income Outlook for Q1 2023 can be viewed here. This report seeks to provide macro-level data and insights across several ... By Rohan Reddy

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

Feb 22, 2023

Renewable Energy Poised to Drive Growth in the Power Sector

The adoption of renewable energy is accelerating, particularly wind and solar power, as governments and corporations ramp up decarbonization efforts to minimize ... By Madeline Ruid

Feb 9, 2023

Investing in Commodities: Emerging Technologies Start Here

Commodities’ physicality distinguishes them from other asset classes. Investing in commodities requires a fundamental understanding of the factors that affect commodities’ prices ... By Rohan Reddy

Feb 9, 2023

Lithium Is Key to Current and Next Generation Battery Tech

Battery technology is top of mind as demand for consumer electronics, energy storage, and especially electric vehicles (EVs) surges. EV battery chemistries ... By Alec Lucas

Jan 25, 2023

Industrial Robotics Predictors Suggest Continued Growth in 2023

2022 marked the 60th anniversary of the world’s first industrial robot. Not too long thereafter, in the early 1970s, the auto industry ... By Laura Simeonova & Pedro Palandrani

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

Jan 20, 2023

The Shifting Paradigms of Asia’s Video Game Industry

Video games in the Asian markets boasts a global reputation. While Japan is already well-established in console gaming, South Korea has international ... By Dillon Jaghory

Jan 17, 2023

Inflection Points – January 2023: Regime Change, Recession, Reality Check

Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping the thematic investing landscape. ... By Scott Helfstein, PhD

Jan 12, 2023

Tech Advancing, Unlocking Solar Power’s Growth Potential

Every hour, the Earth receives enough energy from the sun to cover the world’s entire annual energy consumption needs.1 This fact provides ... By Rohan Reddy

Jan 5, 2023

Cloud Computing Update: Zoom Out to Focus on the Big Picture

2022 was a year of macro and geopolitical shocks. The market responded to these events as one would expect – a highly ... By Tejas Dessai & Pedro Palandrani

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

Dec 20, 2022

Income Outlook: Q4 2022 – Upward Rate Volatility Signals Potential Fed Hiking Pause in 2023

The Global X Income Outlook for Q4 2022 can be viewed here. This report seeks to provide macro-level data and insights across several ... By Rohan Reddy

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

Nov 23, 2022

Cybersecurity: Discovering Growth in a Recession

The COVID-19 pandemic was fuel for the economy’s digitization. Rapid adoption of cloud, multiplication of devices, and increase in data generation ended ... By Tejas Dessai

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

Nov 14, 2022

QDIV: A Quality Dividend Strategy for a Late Cycle Environment

An increasingly popular approach to investing in asset classes is via passive portfolios with rules to tilt toward particular characteristics, known as ... By Rohan Reddy

Nov 4, 2022

Lithium Market Update: Elevated Prices Are Creating Favorable Dynamics for Miners

In October 2022, prices for battery grade lithium carbonate in China hit an all-time high of $74,475 per tonne, eclipsing the record ... By Alec Lucas

Oct 19, 2022

Using Options Strategies in a Rising Rate Environment

The current investment landscape presents no shortage of challenges for investors, and we expect current levels of market volatility to linger. Following ... By Rohan Reddy

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

Oct 7, 2022

Q4 2022 and Year Ahead Outlook: Downturns Offer Opportunities

Reversing the gains from earlier in Q3, September’s market rout brought U.S. and global equity indexes back into bear market territory. Uncertainty, ... By Michelle Cluver, CFA; Jon Maier

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

Oct 5, 2022

Climate Week NYC 2022: “Climate Is the New Beta”

Climate Week NYC 2022 recently convened climate leaders across government, business, civil society, and science under the theme of “Getting It Done.” ... By Yili Wu

Sep 27, 2022

MLP Insights Q3 2022: Midstream Expected to Be a Haven Amid Broader Market Volatility

The energy markets have been volatile for most of 2022, continuing a two-year trend that dates to the early days of the ... By Rohan Reddy

Sep 27, 2022

How China Is Transforming the Global Lithium Industry

East Asia was always the center of gravity in the manufacturing of lithium-ion batteries, but within East Asia the center of gravity ... By Dillon Jaghory

Sep 23, 2022

Is Thematic Growth a Crazy Response to High Inflation?

We consider Warren Buffett a pretty wise and successful investor. So in analyzing current investor perceptions about thematic growth, we looked at ... By Scott Helfstein, PhD & Pedro Palandrani

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

Sep 7, 2022

REITs as a Potential Income Solution Amid Persistent Inflation

For readers wanting an introduction on REITs, please see this article here. Editor’s Note: Please see the glossary at the end for all ... By Rohan Reddy

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

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

Aug 22, 2022

Income Outlook: Q3 2022 – Record Inflation Continues to Drive Markets

Editor’s Note: Please see the glossary at the end for all terms highlighted in sea green found in the order that they appear. The Global ... By Rohan Reddy & Matthew Dunn

Aug 16, 2022

Inflation Reduction Act Could Provide Major Boost for Renewable Energy and CleanTech Industries

On 12 August 2022, the House passed the landmark Inflation Reduction Act (IRA), a reconciliation package that represents the United States government’s ... By Global X Research Team

Aug 15, 2022

Conversational Alpha: This Isn’t Your Parents’ EV Market

The sight of charging stations for electric vehicles (EVs) in parking lots and on the streets in major cities no longer seems ... By Jon Maier; Shannon Ahern, CFA

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

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

Jun 28, 2022

Second Half Outlook: Recession or Not, That’s the Question

It appears the hawks and bears may have scared away the doves and bulls, at least in the short term. In the ... By Michelle Cluver, CFA; Jon Maier

Jun 23, 2022

Short- and Long-Duration Energy Storage Essential to the Clean Energy Transition

The adoption of renewable energy is accelerating globally, particularly wind and solar power, as governments and corporations work towards meeting climate change-related ... By Global X Research Team

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

Jun 17, 2022

Cloud Technology: Business Appears Stronger Than the Market Suggests

Recent earnings from cloud computing leaders indicate that underlying sales growth is robust and exceeding market expectations. Hyperscalers running massive datacenters are ... By Global X Research Team

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

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

May 5, 2022

Income Outlook: Q1 2022 – Fed Liftoff Triggers Rate Spike

Editor’s Note: Hover over terms in sea green for a pop-out glossary definition. Full glossary also included at the end with terms listed in the ... By Rohan Reddy

Apr 28, 2022

Introducing VR: The Case for the Metaverse

On April 28th, 2022, we listed the Global X Metaverse ETF (VR) on Nasdaq. VR is designed to provide exposure to companies ... By Pedro Palandrani

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

Apr 19, 2022

Investment Strategy Monthly Insights, April 2022

After four decades of low inflation, developed economies are grappling with an inflation spike. The risk of double-digit inflation is real, as ... By Morgane Delledonne

Apr 14, 2022

A Tag-Team Effort: Battery & Hydrogen Fuel Cell EVs Both Needed to Reduce Emissions

The causal relationship between human activities and rising greenhouse gas (GHG) emissions and temperatures is “unequivocal,” according to the Intergovernmental Panel on ... By Global X Research Team

Mar 28, 2022

Investment Strategy Monthly Insights, March 2022

Europe is on the front lines of the Russo-Ukrainian war, which continues to disrupt global supply chains that have yet to recover ... By Morgane Delledonne

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

Mar 16, 2022

Global X ETFs Survey: American Outlook on Sustainability and ESG Factors

In March 2022, we surveyed 579 U.S. consumers on topics related to sustainability and ESG-related factors. The purpose of the survey was ... By Mayuranki De

Mar 14, 2022

Russia Ukraine Conflict: Commodities, Inflation and Portfolio Positioning

Inflation and its implications for real economic growth are the main portfolio positioning consideration of the conflict in Ukraine. The Bloomberg Commodity ... By Michelle Cluver, CFA

Mar 4, 2022

Telemedicine: Rewriting Healthcare Standards as New Policies Emerge

A look at ongoing legislative policy and its expected impact on the Telemedicine & Digital Health space. By Global X Research Team

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

Feb 24, 2022

Introducing the Global X Dow 30 Covered Call ETF (DJIA)

On February 24th, 2022, we listed the Global X Dow 30 Covered Call ETF (DJIA) on the New York Stock Exchange (NYSE). ... By Rohan Reddy

Feb 18, 2022

Nuclear Energy and Uranium Moving Into the Mainstream

With aggressive timelines to reach net-zero carbon emissions and global energy consumption expected to increase by 50% through 2050, governments are exploring ... By Rohan Reddy

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

Feb 2, 2022

Theme Lab: Behind the Scenes of Bitcoin Mining

As powerful long-term trends continue to evolve and disrupt vast segments of the global economy, we believe it is increasingly valuable to ... By Global X Research Team

Jan 28, 2022

Income Outlook: Q4 2021 – Tightening Monetary Policy Driving Rising Rates

We expect the cat-and-mouse game between organizations, consumers and the cybercriminals who covet their data to intensify this year. The latest concern ... By Pedro Palandrani and Alec Lucas

Jan 28, 2022

Rising Cybersecurity Threats Expected to Continue in 2022

We expect the cat-and-mouse game between organizations, consumers and the cybercriminals who covet their data to intensify this year. The latest concern ... By Pedro Palandrani and Alec Lucas

Jan 26, 2022

Introducing DMAT: The Case for Disruptive Materials

On January 26th, 2022, we listed the Global X Disruptive Materials ETF (DMAT) on Nasdaq. DMAT is designed to provide exposure to companies that ... By Pedro Palandrani

Jan 24, 2022

CES 2022 Recap: Tech Becoming More Accessible and Interoperable

The showroom floor at CES 2022 was quieter than in previous years with many companies canceling their on-site presentations due to omicron. ... By Global X Research Team

Jan 19, 2022

Four Companies Leading the Rise of Blockchain Technology

While many investors may be familiar with cryptocurrencies such as bitcoin and ether, investors are oftentimes less familiar with the burgeoning ecosystem ... By Global X Research Team

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

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

Dec 30, 2021

Social Commerce: Finding Growth at the Crossroads of Social Media & E-commerce

How does the social commerce phenomenon leverage social networking to completely transform the e-commerce landscape? By Mayuranki De

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

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

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

Nov 16, 2021

Introducing BITS: The Case for Blockchain Equities and Bitcoin Futures

On November 16, 2021, the Global X Blockchain and Bitcoin Strategy ETF (BITS) began trading on Nasdaq. BITS is an actively managed ... By Matt Kunke

Nov 11, 2021

Congress Passed the Infrastructure Investment & Jobs Act. What Does This Mean for Investors?

Congress passed the Infrastructure Investment & Jobs Act. We believe spending will translate to revenues for thematically exposed companies. By Global X Team

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

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

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

Oct 25, 2021

Global X Income Outlook: Q3 2021 – Preparing for Rising Rates

The Global X Income Outlook for Q3 2021 can be viewed here. This report seeks to provide macro-level data and insights across ... By Rohan Reddy

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

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

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

Sep 13, 2021

The Metaverse Takes Shape as Several Themes Converge

What is the metaverse and why is it the likely successor to today’s internet? And which themes are best positioned to benefit ... By Pedro Palandrani

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

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

Aug 11, 2021

What the Infrastructure Investment & Jobs Act Could Mean for Infrastructure Investors

Federal spending on infrastructure could translate to revenues for involved companies with exposure to the U.S. By Andrew Little

Jul 14, 2021

Introducing the Global X Blockchain ETF (BKCH)

On July 14th, 2021, we listed the Global X Blockchain ETF (BKCH) on Nasdaq. BKCH seeks to invest in companies that are ... By Pedro Palandrani

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

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

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

Jun 14, 2021

All EV Roads Lead to Lithium Miners & Battery Producers

The electric vehicle supply chain is reaching an inflection point as the shift away from internal combustion engines accelerates. By Pedro Palandrani

Jun 8, 2021

QYLD: A Covered Call Strategy for Rising Yields

Covered call strategies on the Nasdaq 100 are a powerful solution for investors to potentially generate income and monetize volatility. By Rohan Reddy

Jun 8, 2021

Sustainably-Themed Investing: Affecting Positive Change Through Disruption

Against the backdrop of a global pandemic that impacted most facets of society in an unprecedented fashion, two investment areas shone through ... By Warner Wen, Andrew Little

May 24, 2021

Putting the Chip Shortage into the Context of Long-Term Trends

Among many things, the pandemic exposed the underlying vulnerabilities of global supply chains. This is certainly the case for the semiconductor industry, ... By Global X Team

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

Apr 28, 2021

Telemedicine & Digital Health Are Crossing the Chasm

Telemedicine and digital health became critical during the pandemic. Yet, the transition to value-based healthcare points to a bright future. By Pedro Palandrani

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

Apr 12, 2021

Introducing the Global X Clean Water ETF (AQWA)

Access to clean water is becoming a dire global challenge – one that may require rethinking all aspects of the water value ... By Andrew Little

Apr 1, 2021

What President Biden’s $2T+ American Jobs Plan Could Mean for U.S. Infrastructure

The long-awaited $2T U.S. infrastructure plan has arrived. It seeks to invest in physical infrastructure, clean energy, and more. By Andrew Little

Mar 16, 2021

Health & Wellness 2.0: At-Home Fitness & Preventative Health Take Centerstage

2020 ushered in a new era for Health & Wellness. We think it could represent new opportunity for investors. By Andrew Little

Mar 11, 2021

Emerging Markets Set Up for Growth in 2021

In this piece, we delve into factors driving emerging markets in 2021, making them an attractive area in both debt and equity ... By Chelsea Rodstrom

Mar 9, 2021

Video Games & Esports: Building on 2020’s Rapid Growth

As pivotal and successful as 2020 was, we believe that it was just part of the industry’s growth journey, and not its ... By Pedro Palandrani

Feb 25, 2021

FinTech Trends Beyond Digital Payments

FinTech’s scope continues to increase. As it grows, we believe investors should broaden their view of FinTech. By Pedro Palandrani

Feb 22, 2021

Myth-Busting Six Misconceptions about Thematic Investing

In this piece, we seek to respond to six commonly held misconceptions about thematic investing. By Jay Jacobs, CFA

Feb 19, 2021

The Global X Thematic Growth ETF (GXTG): A Multi-Theme Solution

GXTG seeks to provide broad exposure to structurally disruptive macro-trends through a portfolio of ETFs. By Jay Jacobs, CFA

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

Feb 2, 2021

Four Companies Leading the Rise of Cybersecurity

A look at four companies in the rapidly emerging field of Cybersecurity. By Pedro Palandrani

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

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

Jan 6, 2021

Reconciling Robotics in a Post-Pandemic World

Over the course of the pandemic, businesses increasingly turned to robotics as a viable solution to protect consumers and employees. By Pedro Palandrani

Dec 29, 2020

Global X 2021 Outlook

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

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

Dec 10, 2020

Four Companies at the Center of the Telemedicine & Digital Health Revolution

A look at four companies in the rapidly emerging field of Telemedicine & Digital Health. By Andrew Little

Dec 10, 2020

Reasons to Consider Adding Preferreds to an Income Portfolio

Preferred stocks could be a helpful addition to income-oriented portfolios during this prolonged low yield environment. By Rohan Reddy

Dec 9, 2020

Four Companies Leading the Rise of Lithium & Battery Technology

The four companies highlighted here represent key aspects of the growing and evolving lithium and battery technology ecosystem By Pedro Palandrani

Nov 30, 2020

how-a-biden-presidency-covid-19-could-impact-infrastructure-development

Biden's win and the ongoing COVID-19 pandemic have implications for infrastructure development in the United States. By Andrew Little

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

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

Oct 29, 2020

Introducing the Global X CleanTech ETF (CTEC)

The negative environmental impacts of human activity are mounting. CleanTech is proving essential to correcting our path. By Andrew Little

Oct 29, 2020

Introducing the Global X Data Center REITs & Digital Infrastructure ETF (VPN)

On 10/29, we introduced VPN, which invests in companies expected to benefit from the development of 5G, cloud computing, and other technologies. By Pedro Palandrani

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

Oct 5, 2020

Disruptive Technologies Are Enabling the Re-Opening Economy

Amid uncertainty, a handful of groundbreaking technologies are playing critical roles in promoting safety while maintaining flexibility. By Jay Jacobs, CFA

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

Sep 21, 2020

Introducing the Global X Covered Call & Growth ETFs (QYLG & XYLG)

On September 21st, we launched the Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) & the Global X S&P 500 ... By Rohan Reddy

Sep 9, 2020

E-commerce: Entering the Next Wave of Growth

Despite the seemingly near ubiquity of e-commerce, a new era of growth is arriving driven by new categories, consumers, and technologies. By Pedro Palandrani

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

Jul 30, 2020

Introducing the Global X Telemedicine & Digital Health ETF (EDOC)

In this piece, we explore the trends that we believe are driving significant opportunity in Telemedicine and Digital Health. By Andrew Little

Jul 17, 2020

Global X ETFs: 2020 Second Half Outlook

Global X's mid-year update on the outlook for 2020 By Global X Team

Jun 24, 2020

Introducing the Global X Variable Rate Preferred ETF (PFFV)

On June 24th, the Global X Variable Rate Preferred ETF (PFFV) began trading on the New York Stock Exchange. Explore preferreds & ... By Rohan Reddy

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

Jun 5, 2020

Four Companies Leading the Rise of Video Games & Esports

Beyond simply playing a game, the four companies we highlight here exemplify the ongoing transformation of the industry By Pedro Palandrani

May 20, 2020

Thematic Disruption Accelerates & Expands Amid COVID-19 Pandemic

Thematic Disruption Accelerates & Expands Amid COVID-19 Pandemic

The COVID-19 pandemic is proving to be an accelerant for many long-term structural trends. Read our insights and perspectives here. By Pedro Palandrani

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 […]

Apr 15, 2020

How Cybersecurity Will Accelerate IoT’s Growth

As the Internet of Things brings millions of devices online, it also introduces new types of risks and vulnerabilities. By Pedro Palandrani

Apr 13, 2020

Amid Crisis, Businesses Reveal Their True Character

Amid Crisis, Businesses Reveal Their True Character

The COVID-19 pandemic highlights the importance of a consistent and responsible approach to corporate decision making. By Andrew Little

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 […]

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 […]

Feb 21, 2020

How Sustainable Investing Can Create Long-Term Value

Sustainable investing is an investment approach that seeks competitive returns and positive impact for people and planet. By Andrew Little

Feb 10, 2020

A Decade of Change: How Tech Evolved in the 2010s and What’s In Store for the 2020s

A Decade of Change: How Tech Evolved in the 2010s and What’s In Store for the 2020s

In this piece, we review major innovations over the last decade and anticipate what revolutionary changes may be in store for us ... By Pedro Palandrani, Andrew Little

Considering Preferreds in an Income Portfolio

Jul 22, 2019