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    2025 Midyear Outlook

    Jun 30, 2025

    View all Scott Helfstein's ArticlesScott HelfsteinScott HelfsteinView all W. Malcolm Dorson's ArticlesW. Malcolm DorsonW. Malcolm Dorson

    Macroeconomic

    Global X is proud to introduce its 2025 Midyear Outlook, presented in two parts: macroeconomic and international. In “Hope is Not a Strategy,” our Head of Investment Strategy, Scott Helfstein, take a deep dive into today's complex macroeconomic environment—trade policy, equity market valuations, growth prospects, and much more. He explores investment themes poised to weather volatile market conditions, from low-beta thematics to hedged equity and everything in between—because in investing, hope is not a strategy. Click the banner below to download “Hope is Not a Strategy.”

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    Emerging Markets

    Zooming out, challenging dynamics in the U.S. mean global markets could offer significant value, in particular Emerging Markets. In “10 in EM,” Global X Head of Active Investment and Emerging Markets Senior Portfolio Manager, Malcolm Dorson, breaks down the asset class and shares his highest conviction picks for a wide range of investment styles. Click the banner below to download “Emerging Markets: 10 in EM.”

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    Category:International Access
    Topics:
    Macroeconomic,
    International

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