Thought LeadershipMacroeconomic
Iranian Revelation: Strategic Tops Tactical
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Scott Helfstein
Mar 4, 20264 min read
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Scott Helfstein
Multiple authors
Global X is proud to introduce its 2026 Outlook, presented in two parts: macroeconomic and international. Scott Helfstein, Head of Investment Strategy, and Malcolm Dorson, Head of Active Investment and Emerging Markets Senior Portfolio Manager, unpack today’s rapidly evolving environment and explore what could be in store for the next chapter of the “Roaring 20s.” With a global lens, Scott and Malcolm tackle investors' biggest questions heading into a new year that brings promise, but also uncertainty.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.
Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.
The Global X 2025 Midyear Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
The Global X 2025 Midyear Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
