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    Content

    Product Research

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

    Featured Articles

    Thematic GrowthArtificial Intelligence

    The Case for MLCCs: An Emerging AI Bottleneck

    Tejas Dessai

    Sep 11, 20268 min read
    HydrogenRenewable EnergyInfrastructure & Environment

    Why Hydrogen? Why HYDR?

    Madeline Ruid

    Sep 18, 2026
    Covered CallIncome StrategiesRecurring Reports

    Monthly Covered Call Commentary: October 2026

    Robert J. Scrudato

    Global X 2026 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 GrowthSemiconductor

    Introducing ACHP: Investing in Asia’s Semiconductor Leadership

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    523 articles

    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
    HydrogenElectrificationInfrastructure & Environment

    Powering AI: U.S. Electrification in Five Charts

    Madeline Ruid

    Oct 5, 20267 min read
    Disruptive TechnologyArtificial IntelligenceThematic Growth

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

    Ido Caspi

    Oct 1, 202612 min read
    Covered CallIncome StrategiesRecurring Reports

    Monthly Covered Call Commentary: September 2026

    Robert J. Scrudato

    Sep 18, 20266 min read
    Thematic GrowthMulti-ThemeU.S. Infrastructure

    The Next Big Theme: September 2026

    Ido Caspi

    Sep 18, 20265 min read
    HydrogenRenewable EnergyInfrastructure & Environment

    Why Hydrogen? Why HYDR?

    Madeline Ruid

    Sep 18, 20262 min read
    Thematic GrowthArtificial Intelligence

    The Case for MLCCs: An Emerging AI Bottleneck

    Tejas Dessai

    Sep 11, 20268 min read
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    Thought Leadership

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

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    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 MLCC & Electronic Components ETF (MLCC) seeks to deliver exposure to companies supplying MLCCs and passive electronic components.

    Rising demand for reliable onsite power and investment in low-carbon hydrogen are expanding opportunities for companies across the hydrogen value chain.

    2 min read

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

    Oct 9, 2026
    6 min read
    T

    Tejas Dessai

    Oct 14, 20267 min read
    Space TechData CentersArtificial Intelligence

    Data Centers in Space: The Opportunity Is Real

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

    Tejas Dessai

    Oct 7, 20267 min read
    Artificial IntelligenceDisruptive TechnologyThematic Growth

    AI Monetization Is Reinforcing the Infrastructure Buildout

    Ido Caspi

    Oct 6, 2026
    HydrogenElectrificationInfrastructure & Environment

    Powering AI: U.S. Electrification in Five Charts

    Madeline Ruid

    Oct 5, 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

    Thematic GrowthMulti-ThemeU.S. Infrastructure

    The Next Big Theme: September 2026

    I

    Ido Caspi

    Sep 18, 20265 min read
    CommoditiesRecurring Reports

    Global X Commodity Strategy ETF (COMD) 2Q26 Commentary

    Trevor Yates

    Aug 20, 20263 min read

    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 MLCC & Electronic Components ETF (MLCC) seeks to deliver exposure to companies supplying MLCCs and passive electronic components.

    Learn

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

    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.

    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.

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

    8 min read

    U.S. data center power demand is surging, creating significant investment needs for new power generation and grid infrastructure.

    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

    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.

    InternationalActive EmergingEmerging Markets

    Global X India Active ETF (NDIA) 2Q26 Commentary

    Indian equities rebounded sharply in the second quarter, as easing Middle East tensions and falling energy prices reversed the first quarter's key headwind.

    Multiple authors

    Aug 17, 20264 min read
    LithiumBatteriesArtificial Intelligence

    The Next Big Theme: August 2026

    This month, we discuss disruptive trends in U.S. Electrification, Semiconductors, Defense Tech, U.S. Infrastructure, AI and Autonomous Driving.

    Ido Caspi

    Aug 13, 20265 min read