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Jon joined Global X in 2017. He and his team shape the firm’s market outlook, leads the construction of model portfolios, crafts the firm’s investment strategy, and contributes to the development of ETF products. As portfolio managers, Jon and his team use a top-down approach to investing, focusing on macro level trends implementing their investment strategy through the use of broad based and more narrowly focused ETFs. Jon has 25 years of experience on Wall Street, most recently as the lead Model Portfolio Strategist at Merrill Lynch managing their ETF model portfolio business within its CIO Office. Prior to managing Merrill’s ETF model portfolio business, Jon was the Senior Closed-end Fund Research analyst within Bank of America-Merrill Lynch Global Research. Prior to joining Bank of America-Merrill Lynch, Jon was the lead Research Analyst covering Closed-end Funds and BDCs at UBS and its predecessor firm, PaineWebber. While at PaineWebber/UBS, Jon worked in structuring closed-end fund IPOs and subsequently covering new funds. Jon has authored many papers on Closed-end funds and ETFs, he has appeared on Reuters, Bloomberg, Cheddar TV, Yahoo TV and is often quoted in leading financial publications including The Wall Street Journal and Barron’s. Earlier, Jon was a financial analyst with American International Group and served as a U.S. Peace Corps volunteer in Kiev, Ukraine, focusing on privatization projects. Jon received his BBA from Emory University.
The S&P 500 Financials sector just experienced a dose of growth. The traditional value-oriented sector has new entries from the growthier Information ... By Jon Maier; Michelle Cluver, CFA; Damanick Dantes, CMT
Chief Investment Officer Jon Maier and Head of Thematic Solutions Scott Helfstein offer their perspectives on the current investing landscape, which today ... By Jon Maier
Scott Helfstein, PHD
Editor’s Note: Conversational Alpha® (CA) is a vehicle we use for deeper and more relatable discussions about portfolio construction. In that sense, ... By Jon Maier, CIO
Luis Fernandez, Portfolio Strategist
Global Equities gave up some of their gains following a strong start to the year. Positive macro surprises, including better than expected ... By Global X CIO Team
2023 started with a bang for the Information Technology (Info Tech) sector. The S&P 500 Info Tech sector ended January with a ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA
Editor’s Note: Conversational Alpha® (CA) is a vehicle we use for deeper and more relatable discussions about portfolio construction. In that sense, ... By Jon Maier
Global equities are off to a strong start in 2023, driven by declining U.S. inflation and China’s reopening. In the U.S., the ... By Global X CIO Team
Editor’s note: The following post was initially published in 2017, but we feel has continued relevance to investors, in light of the ... By Jon Maier
2022 marked the 60th anniversary of the world’s first industrial robot. Not too long thereafter, in the early 1970s, the auto industry ... By Laura Simeonova & Pedro Palandrani
U.S. markets declined during the month of December snapping a two-month rally. Recession fears remained a key overhang which ties into the ... By Global X CIO Team
The market’s mood hung on every syllable from the Federal Reserve (Fed) in 2022, and 2023 may rhyme. Different for the Fed ... By Jon Maier; Michelle Cluver, CFA; Shannon Ahern, CFA
Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
The news cycle shifted quickly from covering a labor shortage to rounds of layoffs. Although the U.S. labor market remains strong, cracks ... By Jon Maier; Michelle Cluver, CFA
Expectations surrounding central bank policy and the value of the US dollar are key to investor sentiment in the final stretch of ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
With 26% of the S&P 500 earnings reported, third-quarter results have been mixed, although they generally have come in better than expected, ... By Jon Maier; Michelle Cluver, CFA
Chief Investment Officer Jon Maier and Head of Thematic Solutions Scott Helfstein offer their perspectives on the current investing landscape in what ... By Jon Maier; Scott Helfstein, PhD
Elevated inflation, currencies, slowing global economic growth expectations, and reduced central bank liquidity remain key economic considerations. Volatility measured by the VIX ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
The intersection of financial services and technology, or fintech, is where many people now go to spend, lend, borrow, invest, and trade. ... By Jon Maier; Shannon Ahern, CFA
Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
The sight of charging stations for electric vehicles (EVs) in parking lots and on the streets in major cities no longer seems ... By Jon Maier; Shannon Ahern, CFA
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Paper currency is dying a fast death ... By Global X ETF Model Portfolio Team
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. In 1996, Bill Gates published an essay ... By Global X ETF Model Portfolio Team
Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
The Federal Reserve’s July FOMC meeting potentially tilted the market’s focus from interest rate sensitivity to economic growth sensitivity. Therefore, the prospect ... By Jon Maier; Michelle Cluver, CFA
At the onset of the war in Ukraine, Russia provided 40% of Europe’s natural gas.1 Due to Russia’s invasion of Ukraine, the ... By Jon Maier
Recession fears and an accelerated Federal Reserve (Fed) interest rate hiking trajectory weighed on markets during the second quarter, resulting in the ... By Jon Maier; Michelle Cluver, CFA
After the Federal Reserve (Fed) raised the fed funds target rate by 50 basis points (bps) in May, most market participants focused ... By Jon Maier
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Electronic and autonomous vehicles (EV/AVs) highlight the ... By Global X CIO Model Portfolio Team
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. A constant throughout history is that humans ... By Global X CIO Model Portfolio Team
In today’s digital world, data is gold, and more malicious actors are trying to get their hands on the prize. Just recently, ... By Jon Maier
2022 is off to a rocky start with inflation, economic growth and the trajectory for higher policy interest rates remaining center stage. ... By Jon Maier; Michelle Cluver, CFA
Challenges of Higher Inflation and Interest Rates Inflation has reached levels not seen in 40 years, pressuring the Federal Reserve (Fed) to ... By Global X CIO Model Portfolio Team
This piece is part of a larger whitepaper, Investing In Thematics From a PM Perspective. Connectivity creates opportunities, and we expect the ... By Global X CIO Model Portfolio Team
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Perhaps no investment theme has been more ... By Global X CIO Model Portfolio Team
Russia’s Invasion of Ukraine: Food Inflation, Energy Costs Spike With Russia’s invasion of Ukraine into its second week, the economic fallout is ... By Jon Maier; David Beniaminov
Russia’s invasion of Ukraine, the biggest conventional military attack in Europe since World War II, has wide-ranging implications for economies and markets ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov
On Thursday morning Ukraine time (+7 hours from NY), Russia launched a full-scale attack on Ukraine. Assisted by neighboring Belarus, Russia launched ... By Jon Maier; Michelle Cluver, CFA
This month we will be dissecting the dividend discount model (DDM), its various uses, and how higher yields impact the intrinsic value ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov
The pace of Federal Reserve (Fed) balance sheet tapering, that started in November, accelerated in December, bringing forward the timing of the ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov
2021 was a strong year for U.S. equity markets. The S&P 500 Index returned +11.0% in Q4, bringing its 2021 return to ... By Jon Maier; Michelle Cluver, CFA
With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into 2022. The market is contextualizing demand-driven ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA
With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into 2022. The market is contextualizing demand-driven ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA
The end of 2021 is in sight, casting a spotlight on 2022 forecasts. This report focuses on our expectations for the GICS ... By Jon Maier; Michelle Cluver, CFA
As we move past the doldrums of September into the Q3 earnings season, there is optimism amid concerns. But can that optimism ... By Jon Maier; Michelle Cluver, CFA
Watch out world, Gen Z has arrived. In September 2021 we surveyed 513 U.S. Gen Z respondents to better understand the investing ... By Jon Maier; Michelle Cluver, CFA
September markets are typically rocky as summer’s calm fades. This September was no different with markets sifting through slowing economic growth and ... By Jon Maier, Michelle Cluver, CFA
The U.S. economy rebounded sharply in the first six months of 2021, but economic expectations for the second half were revised down ... By Jon Maier, Michelle Cluver, CFA
Earnings in Q2 were strong, but rising labor costs and lingering supply chain issues were big topics of conversation on earnings calls. ... By Jon Maier
About the only thing faster than the speed at which China implemented new policy restrictions on big tech, online education, and gaming ... By Jon Maier
July 2021 was quite interesting for the market, as it featured a micro-correction followed by a swift rebound in the second half ... By Jon Maier
The Department of Labor’s (DOL) fiduciary rule is something of a never-ending story. As written, the proposed rule was straightforward: that investment ... By Jon Maier
The summer of 2021 has started. Following more than 6-months of expectations, the long-awaited return to ‘normal life’ is in motion. Restaurants ... By Jon Maier; Michelle Cluver, CFA
Investor and consumer trends have pushed companies to pivot business models towards sustainability. Today, sustainable investing is capable of changing corporate behavior ... By Jon Maier; Michelle Cluver, CFA
Is inflation permanent, transitory, or some combo thereof? Should investors be preparing for a short-term increase in inflation or are higher inflation ... By Jon Maier; Michelle Cluver, CFA
Sometimes it’s easy to forget just how disruptive of a technology electricity was. Once that first lightbulb went on and commercial applications ... By Jon Maier; Michelle Cluver, CFA
During April, daily global COVID-19 diagnoses reached all-time highs.1 Case growth plateaued at 5.7 million new cases per week. Emerging markets are ... By Jon Maier; Michelle Cluver, CFA
Big Tech’s influence is just as big as it is controversial. What comes next for the information economy? By Jon Maier
Jon Maier, Chief Investment Officer at Global X ETFs, explains why more financial advisors are utilizing model portfolios as the wealth management ...
Chief Investment Officer, Jon Maier, discusses potential income strategies for a low rate environment and what the emergence of disruptive technology in ...
It’s not everyday that the Dow Jones Industrial Average Index and the S&P 500 Index® give up their gains for the year ... By Jon Maier
In this piece, we examine macro trends that make China resilient despite tit-for-tat trade conflicts By Jon Maier, Michelle Cluver, Chelsea Rodstrom
Contentious negotiations between China, as well as the US's two largest trade partners, has many investors wonder what this means for the ... By Jon Maier
The era of easy money fueled by central bank intervention has investors searching for clues about where the market is in this ... By Jon Maier
For investors, volatility can be unsettling, especially when it hasn’t been around for a while. By Jon Maier
Accelerating economic growth amid the specter of higher inflation and interest rates may encourage investors to look toward commodities. By Jon Maier
There is nothing fundamental that suggests this is anything other than a garden variety pullback. A month of gains was lost, not ... By Jon Maier
Robotics and artificial intelligence (AI) are disrupting traditional paradigm, as well as our daily lives. By Jon Maier
Each year I return from the Inside ETFs Conference in Hollywood, Florida more knowledgeable and enthusiastic about the ETF industry. But something ... By Jon Maier
Though it is tempting to only look forward, I find it is important to to incorporate the learnings from what happened in ... By Jon Maier
In 2018 (and beyond), we believe the disruption of traditional equity sectors is positioned to be a common denominator across the markets. By Jon Maier
This post explores the relationship between ETFs and Authorized Participants, as well as the total cost of ETF ownership. By Jon Maier
Last we spoke twelve-year-old me was having the time of his life with Dad in a Mississippi t-shirt factory. A few years ... By Jon Maier
There are six key dimensions on which to compare Passively Managed ETFs and Actively Managed Mutual Funds. By Jon Maier
Sector diversification, including through sector ETFs, can be an effective a strategy for changing market conditions. By Jon Maier
It was always a big deal to me. And I imagine I’m not alone in feeling this way. The smile that comes ... By Jon Maier
This post is the first post of a multi-part series of pieces designed to provide education around ETFs. By Jon Maier
Most Mondays we all just want to ease into the week, uneventfully. On one particular Monday, August 24, 2015, there was a ... By Jon Maier
Heightened geopolitical tensions globally, specifically those related to North Korea, have grabbed the market's attention recently. By Jon Maier; Jay Jacobs, CFA; Rohan Reddy
As adults, our sights tend to narrow amid routines, responsibilities, and a sense of been there, done that. But then there are ... By Jon Maier
Some say passive investing means doing nothing. It's not. Technically, you’ve still actively decided to do something in doing nothing. By Jon Maier
The bond market can provide valuable insights into where the equity markets may be more broadly headed. With credit spreads remaining historically ... By Jon Maier; Jay Jacobs, CFA; Rohan Reddy
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or guarantee against a loss. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.
Information provided by Global X Management Company LLC.
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