Thought LeadershipMacroeconomicInternational
2026 Outlook
The Global X 2026 Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
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Multiple authors
Dec 4, 20250 min read
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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 to download “Hope is Not a Strategy.”
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 to download “Emerging Markets: 10 in EM.”
We see reason for continued optimism in 2026, but feel there are risks markets may not be pricing in.
Scott Helfstein
Multiple authors
