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Introducing SMRZ: The Case for Small Modular Reactors
Arelis Agosto
Oct 15, 20267 min read
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Introducing SMRZ: The Case for Small Modular Reactors
Arelis Agosto
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Tejas Dessai
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We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.
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524 articles
Introducing SMRZ: The Case for Small Modular Reactors
Arelis Agosto
Introducing ACHP: Investing in Asia’s Semiconductor Leadership
Tejas Dessai
Monthly Covered Call Commentary: October 2026
Robert J. Scrudato
Data Centers in Space: The Opportunity Is Real
Tejas Dessai
AI Monetization Is Reinforcing the Infrastructure Buildout
Ido Caspi
Powering AI: U.S. Electrification in Five Charts
Madeline Ruid
Introducing LLMA: Investing in the Intelligence Layer of the AI Economy
Ido Caspi
Monthly Covered Call Commentary: September 2026
Robert J. Scrudato
The Next Big Theme: September 2026
Ido Caspi
Why Hydrogen? Why HYDR?
Madeline Ruid
Showing 10 of 524 items
Market commentary, top-down analysis, and advisor-ready perspectives from Global X, translating what we're seeing in markets into actionable insights.
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.
Arelis Agosto
Introducing ACHP: Investing in Asia’s Semiconductor Leadership
We’re launching the Global X Asia Semiconductor ETF to offer investors exposure to leading semiconductor companies across ten Asian markets.
Tejas Dessai
Data Centers in Space: The Opportunity Is Real
Tejas Dessai
AI Monetization Is Reinforcing the Infrastructure Buildout
Ido Caspi
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.
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Space Tech, Genomics and Robotics.
Rising demand for reliable onsite power and investment in low-carbon hydrogen are expanding opportunities for companies across the hydrogen value chain.
The Global X Small Modular Reactor ETF (SMRZ) offers exposure to SMR developers and suppliers of the components and technology that support them.
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.
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.
U.S. data center power demand is surging, creating significant investment needs for new power generation and grid infrastructure.
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.
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.
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Space Tech, Genomics and Robotics.
Commodities consolidated in the second quarter as the Strait of Hormuz situation eased, but continued to outpace U.S. and global equities.
