Morgane Delledonne, Author at Global X ETFs

Investment Strategy Monthly Insights, February 2023

As the first quarter moves along, there appears to be an absence of consensus among investors about the risk of a U.S. ... By Morgane Delledonne

Investment Strategy Monthly Insights, January 2023

Following a year where inflation consistently shaped markets and central bank monetary policy, 2023 appears unlikely to create rate shocks, even as ... By Morgane Delledonne

Investment Strategy Monthly Insights, December 2022

After a bumpy year for the markets, 2022 finishes with reduced geopolitical risks, a weaker U.S. dollar, and lower commodity prices. In ... By Morgane Delledonne

Investment Strategy Monthly Insights, November 2022

Geopolitical risks declined somewhat as the U.S. and China resumed dialogue at the G20 summit in Bali. Presidents Biden and Xi Jinping ... By Morgane Delledonne

Investment Strategy Monthly Insights, October 2022

Significant macroeconomic challenges remain, but investors may have reason to believe that Europe passed peak pessimism. Russia does not have much energy ... By Morgane Delledonne

Investment Strategy Monthly Insights, September 2022

Monetary policy remained in the spotlight in September with the European Central Bank’s (ECB) unprecedented 75-basis point (bp) hike. Widely expected, the ... By Morgane Delledonne

Investment Strategy Monthly Insights, August 2022

Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank ... By Morgane Delledonne

Investment Strategy Monthly Insights, July 2022

Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s ... By Morgane Delledonne

Investment Strategy Monthly Insights, June 2022

In June, macro events were responsible for some of the largest moves in risk assets markets have seen in some time. And ... By Blair Hannon

Investment Strategy Monthly Insights, May 2022

Between a sustained energy crisis in Europe, rampant inflation globally, and ongoing supply chain disruptions around the world, investors across developed economies ... By Morgane Delledonne

Investment Strategy Monthly Insights, April 2022

After four decades of low inflation, developed economies are grappling with an inflation spike. The risk of double-digit inflation is real, as ... By Morgane Delledonne

Investment Strategy Monthly Insights, March 2022

Europe is on the front lines of the Russo-Ukrainian war, which continues to disrupt global supply chains that have yet to recover ... By Morgane Delledonne

Digital Economy: Using a Thematic Investing Strategy

Head of Investment Strategy, Europe Morgane Delledonne charts the rise of the digital economy and illustrates how investors can harness disruption through ...