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