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
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Latest Posts > Thematic
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
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 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
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 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 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 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 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
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 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
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 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 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 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 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
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 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
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.
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 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 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
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 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 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 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
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 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
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 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 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
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
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
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 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
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
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
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
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 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
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
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
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