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
Explore Every Angle
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 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
Jul 22, 2019
Considering Preferreds in an Income Portfolio
Low and likely falling interest rates coupled with tight credit spreads are limiting the bond market’s upside. Look to Preferreds as an option.
Jul 16, 2019
FinTech Trends: M&A and Mobile Payments Driving Recent Growth
In this piece, we explore some of the key drivers and developments in the FinTech space that are propelling this disruptive theme.
Jul 2, 2019
Drivers of Four Key Segments in Robotics and AI
Technological advancements are enabling robotics and artificial intelligence (AI) to play an increasingly impactful role.
Jul 1, 2019
Conscious Companies Delivering More than Good Vibes
Our ESG (Environmental, Social, & Governance) offering, the Global X Conscious Companies ETF (KRMA), passed its three year anniversary in July 2019.
Jun 11, 2019
Millennial Consumers Primed to Reshape the US Economy
Millennials are slowly, but surely making an indelible mark on the world’s largest economy.
Apr 16, 2019
Cloud Computing: The Digital Infrastructure Powering Today’s Businesses
Not long ago, many described IT as a back-office function. Yet today, effectively leveraging technology is critical to business.
Mar 5, 2019
Quality Dividend Stocks in Volatile Markets
As volatility picks up and return expectations remain muted, the approach of investing in high quality companies is becoming more appealing.
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.
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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