Skip to Main Content
Subscribe to Newsletters
Global X Logo
Search
Content loaded

Subscribe to our newsletter

Get the latest news and updates from our team.

Subscribe

Explore

Our ETFs

Investment Insights

Thought LeadershipProduct ResearchCharting DisruptionMidyear Outlook 2026

Investor Resources

EducationHow to InvestTax Resources

About Us

About Global XNewsroomCareersContact Us

Follow Us

socaial media icon for LinkedInLinkedInSocial media icon for X (twitter)XSocial media icon for FacebookFacebookSocial media icon for InstagramInstagramSocial media icon for Youtube

Copyright © 2026 Global X. All rights reserved.

Privacy PolicyAccessibility Statement
YouTube

SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Global X Funds.

Check the background of SIDCO and Global X's Registered Representatives on FINRA's BrokerCheck.

Content

Product Research

Primary research, thematic analysis, and macro commentary grounded in data and built for long-term investment decisions.

Featured Articles

Thematic GrowthNuclear Power

Introducing SMRZ: The Case for Small Modular Reactors

Arelis Agosto

Oct 15, 20267 min read
Thematic GrowthSemiconductor

Introducing ACHP: Investing in Asia’s Semiconductor Leadership

Tejas Dessai

Oct 14, 20267 min read
Disruptive TechnologyArtificial IntelligenceThematic Growth

Introducing LLMA: Investing in the Intelligence Layer of the AI Economy

Ido Caspi

Global X 2026 Midyear Outlook

We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.

View the Reports

Latest Topics

Explore the latest topics and relevant perspectives on product research from our experts.

Thematic Growth

Thematic GrowthRecurring Reports

The Next Big Theme: October 2026

Stay Ahead of the Market

Curated perspectives on ETF markets, themes, and income strategies — delivered on a schedule that respects your time.

Subscribe Now

Articles

Sort By
Filter By

526 articles

InternationalActive EmergingEmerging Markets

Global X Brazil Active ETF (BRAZ) 3Q26 Commentary

Multiple authors

Oct 28, 20263 min read
InternationalActive EmergingRecurring Reports

Global X Emerging Markets Ex-China ETF (EMM) 3Q26 Commentary

Malcolm Dorson

Oct 28, 20264 min read
InternationalActive EmergingRecurring Reports

Global X India Active ETF (NDIA) 3Q26 Commentary

Multiple authors

Oct 28, 20263 min read
Thematic GrowthRecurring Reports

The Next Big Theme: October 2026

Ido Caspi

Oct 26, 20265 min read
CommoditiesBasic MaterialsRecurring Reports

Global X Commodity Strategy ETF (COMD) 3Q26 Commentary

Trevor Yates

Oct 23, 20263 min read
Thematic GrowthNuclear Power

Introducing SMRZ: The Case for Small Modular Reactors

Arelis Agosto

Oct 15, 20267 min read
Thematic GrowthSemiconductor

Introducing ACHP: Investing in Asia’s Semiconductor Leadership

Tejas Dessai

Oct 14, 20267 min read
Covered CallIncome StrategiesRecurring Reports

Monthly Covered Call Commentary: October 2026

Robert J. Scrudato

Oct 9, 20266 min read
Space TechData CentersArtificial Intelligence

Data Centers in Space: The Opportunity Is Real

Tejas Dessai

Oct 7, 20267 min read
Artificial IntelligenceDisruptive TechnologyThematic Growth

AI Monetization Is Reinforcing the Infrastructure Buildout

Ido Caspi

Oct 6, 20268 min read
1 of 53 pages

Showing 10 of 526 items

  • 1 of 53 pages
  • More pages

Thought Leadership

Market commentary, top-down analysis, and advisor-ready perspectives from Global X, translating what we're seeing in markets into actionable insights.

Discover

ETF Education

ETFs, made clear. Whether you're starting out or going deeper, Global X breaks down the foundations, mechanics, and themes behind our research so you can invest with confidence.

The Global X Small Modular Reactor ETF (SMRZ) offers exposure to SMR developers and suppliers of the components and technology that support them.

We’re launching the Global X Asia Semiconductor ETF to offer investors exposure to leading semiconductor companies across ten Asian markets.

The Global X LLM ETF (LLMA) seeks to deliver exposure to companies involved in the development and commercialization of LLMs in developed markets and China.

Oct 1, 202612 min read
I

Ido Caspi

Oct 26, 20265 min read
Thematic GrowthNuclear Power

Introducing SMRZ: The Case for Small Modular Reactors

The Global X Small Modular Reactor ETF (SMRZ) offers exposure to SMR developers and suppliers of the components and technology that support them.

Arelis Agosto

Oct 15, 20267 min read
Thematic GrowthSemiconductor

Introducing ACHP: Investing in Asia’s Semiconductor Leadership

Tejas Dessai

Oct 14, 20267 min read
Space TechData CentersArtificial Intelligence

Data Centers in Space: The Opportunity Is Real

Tejas Dessai

Oct 7, 2026

Income Strategies

Covered CallIncome StrategiesRecurring Reports

Monthly Covered Call Commentary: October 2026

R

Robert J. Scrudato

Oct 9, 20266 min read
Covered CallIncome StrategiesRecurring Reports

Monthly Covered Call Commentary: September 2026

Robert J. Scrudato

Sep 18, 20266 min read

Recurring Reports

InternationalActive EmergingEmerging Markets

Global X Brazil Active ETF (BRAZ) 3Q26 Commentary

M

Multiple authors

Oct 28, 20263 min read
InternationalActive EmergingRecurring Reports

Global X Emerging Markets Ex-China ETF (EMM) 3Q26 Commentary

Malcolm Dorson

Oct 28, 20264 min read

We’re launching the Global X Asia Semiconductor ETF to offer investors exposure to leading semiconductor companies across ten Asian markets.

Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.

Orbital data centers represent a credible opportunity for space tech companies, though economic viability may take time to emerge.

AI monetization is beginning to fund the next investment wave, reinforcing a virtuous cycle of capacity expansion, lower development costs, adoption, and revenue.

Learn

This month, we discuss disruptive trends in AI, Space Tech, U.S. Electrification, FinTech, U.S Infrastructure and Semiconductors.

Brazilian equities rose in the third quarter as higher oil prices lifted energy, the central bank kept cutting rates and foreign flows returned in September.

After a strong first half of 2026, emerging markets ex-China equities pulled back slightly in the third quarter as an AI chip selloff and rising yields outweighed gains in Latin America and other smaller regions.

Indian equities fell in the third quarter as higher oil prices, a Federal Reserve rate hike and September foreign selling erased the gains of July and August.

This month, we discuss disruptive trends in AI, Space Tech, U.S. Electrification, FinTech, U.S Infrastructure and Semiconductors.

Commodities rallied in the third quarter as geopolitical escalations in both the Middle East and Black Sea pushed energy and agriculture prices higher.

The Global X Small Modular Reactor ETF (SMRZ) offers exposure to SMR developers and suppliers of the components and technology that support them.

We’re launching the Global X Asia Semiconductor ETF to offer investors exposure to leading semiconductor companies across ten Asian markets.

Orbital data centers represent a credible opportunity for space tech companies, though economic viability may take time to emerge.

7 min read

Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.

Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.

Income StrategiesAlternativesMLPs

Quarterly MLP Commentary: Q2 2026

Our MLP Quarterly Report covers recent developments driving the midstream oil & gas market and key metrics related to Master Limited Partnerships.

Global X Research

Aug 31, 20261 min read
Income StrategiesPreferredsRecurring Reports

Quarterly Preferred Report: Q2 2026

Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.

Robert J. Scrudato

Aug 13, 20262 min read

Brazilian equities rose in the third quarter as higher oil prices lifted energy, the central bank kept cutting rates and foreign flows returned in September.

After a strong first half of 2026, emerging markets ex-China equities pulled back slightly in the third quarter as an AI chip selloff and rising yields outweighed gains in Latin America and other smaller regions.

InternationalActive EmergingRecurring Reports

Global X India Active ETF (NDIA) 3Q26 Commentary

Indian equities fell in the third quarter as higher oil prices, a Federal Reserve rate hike and September foreign selling erased the gains of July and August.

Multiple authors

Oct 28, 20263 min read
CommoditiesBasic MaterialsRecurring Reports

Global X Commodity Strategy ETF (COMD) 3Q26 Commentary

Commodities rallied in the third quarter as geopolitical escalations in both the Middle East and Black Sea pushed energy and agriculture prices higher.

Trevor Yates

Oct 23, 20263 min read