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
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Latest Posts > Disruptive Technology
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
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
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 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
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
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
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
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 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 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
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
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 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 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 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
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 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 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 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
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 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
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
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 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
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
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
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
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
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
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
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 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 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
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 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
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 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 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 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
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 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 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 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
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