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
Explore Every Angle
Latest Posts > Macroeconomic
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
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
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
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
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
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 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 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
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
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 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 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
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 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 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 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
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
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
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
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
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
Dec 29, 2020
Global X 2021 Outlook
In our 2021 outlook, we explore potential catalysts that could propel markets forward. By Global X Team
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