Macroeconomic
Global X is proud to introduce its 2025 Midyear Outlook, presented in two parts: macroeconomic and emerging markets. In “Hope is Not a Strategy,” our Head of Investment Strategy, Scott Helfstein, takes 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.”
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.”
