Commentary Archives – Global X ETFs

Exploring a range of subjects as diverse as our product lineup.

China Innovation ETF (KEJI): Q2 2022 Commentary

The Global X China Innovation ETF posted a return of 4.68% in Q2 2022. By comparison, the MSCI All China Index, which ... By Global X Research Team

Emerging Markets Bond ETF (EMBD): Q2 2022 Commentary

RFor the period March 31, 2022, to June 30, 2022 (the “Period”), the Global X Emerging Markets Bond ETF (the “Fund”) sub-advised ... By Rohan Reddy

China Innovation ETF (KEJI): Q1 2022 Commentary

The Global X China Innovation ETF (KEJI) posted a return of -20.56% in Q1 2022. By comparison, the MSCI All China Index, ... By Global X Research Team

Emerging Markets Bond ETF (EMBD): Q4 2021 Commentary

During Q4 2021, the Global X Emerging Markets Bond ETF (EMBD) sub-advised and actively managed by Mirae Asset Global Investments (USA) LLC, ... By Global X Research Team

Emerging Markets Bond ETF (EMBD): Q3 2021 Commentary

During Q3 2021, the Global X Emerging Markets Bond ETF (EMBD) sub-advised and actively managed by Mirae Asset Global Investments (USA) LLC, ... By Global X Research Team

Emerging Markets Bond ETF (EMBD): Q2 2021 Commentary

Read more about the drivers behind EMBD's performance over Q2 2021. By Global X Research Team

China Innovation ETF (KEJI): Q1 2021 Commentary

From KEJI’s inception date, February 22, 2021, to March 31, 2021, the Global X China Innovation ETF returned -20.52%. This compares to ... By Global X Research Team

Emerging Markets Bond ETF (EMBD): Q1 2021 Commentary

Read more about the drivers behind EMBD's performance over Q1 2021. By Global X Research Team

Emerging Market Bond ETF (EMBD): Q4 2020 Commentary

Read more about the drivers behind EMBD's performance over Q4 2020. By Global X Research Team

Global X 2021 Outlook

In our 2021 outlook, we explore potential catalysts that could propel markets forward. By Global X Team

Q3 2020 Commentary: Emerging Market Bond ETF (EMBD)

During Q3, the actively managed Global X Emerging Markets Bond ETF (EMBD) outperformed its benchmark. Read more about why here. By Global X Team

Global X ETFs: 2020 Second Half Outlook

Global X's mid-year update on the outlook for 2020 By Global X Team

Snap Chart – Coronavirus Earnings Call Mentions

The Coronavirus development has manifested a new tone on earnings calls this season. In this Snap Chart we dig into the numbers. By Jon Maier and Michelle Cluver, CFA

Whitepaper on Equity Income Investing

This whitepaper explores different ways to find yield and provides suggestions on how to balance risks when seeking such yield instruments. By Jon Maier, Michelle Cluver, CFA and Rohan Reddy

Monetary Policy Dominated the Last Decade, What’s Ahead?

Don’t fight the Fed, as the saying goes. Here, we look at monetary and fiscal policy and the factors that could determine ... By Michelle Cluver, CFA

ETF Model Portfolios: Why Now?

Advisory practices modernizing for the 21st century are increasing use of ETFs and ETF model portfolios. Here's why we expect that to ... By Jon Maier and Michelle Cluver, CFA

Introducing ETF Model Portfolio Content for Advisors

Global X’s advisor resources offer a new kind of access to our ETF model portfolio expertise. By Jon Maier

Conversational Alpha Part 2: Relatable vs. Relative Performance

In our second piece on Conversational Alpha®, we put alpha in context and talk about how we go about generating it. By Jon Maier and Michelle Cluver, CFA

Snap Chart – Is the Market in a Food Coma?

It seems like nothing can move the market in any meaningful direction these days. Volatility has remained low despite continued global concerns. By Jon Maier and Michelle Cluver, CFA

Q4 Review and Outlook: Have the Clouds Lifted?

2019 was a whirlwind of a year, epitomized by shifting clouds of uncertainty. Unfortunately, this is likely to remain front and center ... By Jon Maier and Michelle Cluver, CFA

Snap Chart – 30 Year Bull for Bonds, What’s Next?

For the last 30 years, United States Treasury Yields have continually fallen, driven by expansionary monetary policy and low inflation. By Jon Maier and Michelle Cluver, CFA

Global X 2020 Outlook

In our 2020 outlook, we explore potential catalysts that could propel markets forward. By Global X Team

Introducing Conversational Alpha®: Talking Goals & Returns with Your Clients

Conversational Alpha® is live! Our series brings readers relatable investment narratives that may drive long term returns. By Jon Maier

Making Sense of the VIX

Do the current low levels of the VIX Index create a disconnect between volatility expectations and the market reality? By Michelle Cluver, CFA

Snap Chart: Yield Curve Steepening

The Federal Reserve has cut the fed funds rate three times since July, improving the shape of the treasury yield curve. By Jon Maier

Snap Chart – Emerging Market Currencies

EM currencies have strengthened significantly on hopes of a trade deal. Could this be the start of an improving trend for EM? By Jon Maier, Michelle Cluver, CFA

Snap Chart – Converging Yields

Where to find yield within an environment where fixed income and equity yields are converging. By Jon Maier

Q3 Review and Outlook: Red Light or Yellow

The S&P 500 Index entered Q4 with its largest year-to-date gain since 1997. However, risks are rising, and we expect a rocky ... By Jon Maier, Michelle Cluver, CFA

This May Not Be Your Father’s Inverted Yield Curve

Should we be ringing the recession alarm bell? Maybe. And that is what the most predictive part of the yield curve signaled ... By Jon Maier, Michelle Cluver, CFA

U.S. – China Trade War: Are There Any Winners in War?

Intentions are one thing. Reality is another. President Trump may want to level the economic playing field with China, but it’s unlikely ... By Jon Maier, Michelle Cluver

Q2 Review and Outlook: Green Light or Yellow?

A solid first half helped the market shake off the drubbing it took at the end of last year. But the momentum ... By Jon Maier, Michelle Cluver, CFA

Low Inflation: Consumers See a Core Disconnect

Is the consumers' experience of inflation still below 2%? Tariffs have the potential to put upward pressure on consumer prices. By Jon Maier

Q1 Review and Outlook: Is it calm or is a storm brewing?

What does a more accommodative Fed coupled with lower expected economic growth rates mean for markets? By Jon Maier, Michelle Cluver

As the Brexit Turns

8 days to the deadline and no-deal may be back on the table. By Jon Maier

Modern Monetary Theory: Diving into the Discussion

MMT has crept into the nation’s political and economic discourse. The theory challenges convention and highlights fundamental political divides. By Jon Maier

Brexit: What to Make of It All

The United Kingdom’s complicated divorce from the European Union continues. The following summarizes where Brexit stands and potential political and economic ramifications. ... By Jon Maier, Michelle Cluver, CFA

The Costs of the Government Shutdown

We may be in uncharted territory here, with no precedent for a shutdown measured in months and no party willing to negotiate. By Jon Maier, Michelle Cluver

Q4 and FY 2018 Market Update

2018 started with market exuberance and ended in fear. In this report we look at what drove the market during Q4 and ... By Jon Maier, Michelle Cluver

2019 Market Outlook: A Psychology Test

2019 sets up to be bumpy. Investors should remember to lean on investing fundamentals in their search for long-term equilibrium. By Jon Maier

A Portfolio Manager’s Perspective on Sector Investing in China

Investing in China isn’t what it used to be. China evolving into a more open, global economy adds dynamism to its investment ... By Jon Maier

Learning to Embrace Volatility When Stocks Plunge

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

Q4 and Beyond: Putting Market Uncertainties in their Place

More than a few market riddles face investors in the fourth quarter, the biggest of which may be identifying where we are ... By Jon Maier

Q3 Market Update

Who’s concerned about a trade war anyway? That seems to be the U.S. equity market’s take following a robust third quarter. By Jon Maier, Michelle Cluver

Where Preferreds Fit in Your Portfolio

Yield potential made preferred shares something of a trendy investment; however, with interest rates rising, where should they fit in a portfolio? By Jon Maier

China’s Macro Trends Remain Compelling

In this piece, we examine macro trends that make China resilient despite tit-for-tat trade conflicts By Jon Maier, Michelle Cluver, Chelsea Rodstrom

Q&A on the Upcoming GICS Changes

A shakeup in the Global Industry Classification Standard (GICS) is set to have far-reaching implications for portfolio management. By Jon Maier

Q2 Market Update

The first half of 2018 had plenty of drama, without much in terms of absolute returns. By Jon Maier

What to Watch For in the Second Half of 2018

So where do we go from here? The second half is likely to be eventful with tariffs, the Fed, the yield curve, ... By Jon Maier

Talk of a Trade War and how the Market is Responding -Updated

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

Q2 Overview: Where are We Now?

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

Q1 Recap: Market Volatility Revs Up Amid Trade War Tensions

For investors, volatility can be unsettling, especially when it hasn’t been around for a while. By Jon Maier

A Plain Vanilla Correction Never Feels Plain Vanilla While It Is Happening

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

How Disruption Will Change Our Lives and Portfolios

Robotics and artificial intelligence (AI) are disrupting traditional paradigm, as well as our daily lives. By Jon Maier

What was the Key Takeaway from Inside ETFs? ETFs are Disruptive

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

What CES Taught Us about the Future of Tech

After exploring endless rows of booths and attending panels of experts, we wanted to share our key takeaways from this year’s event. By Global X Research Team

How Did the Markets Do in 2017?

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

Where Might the Markets Go in 2018?

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

How Do Market Sectors Overlap?

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

CIO Insights: Sector Investing and Correlations

Sector diversification, including through sector ETFs, can be an effective a strategy for changing market conditions. By Jon Maier

Sector Investing: Evolving and Converging

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

What are ETFs and How Big is the ETF Market?

This post is the first post of a multi-part series of pieces designed to provide education around ETFs. By Jon Maier

Revisiting a Manic Monday and Subsequent Market Improvements

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

CIO Insights: The Push and Pull of Politics

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

Why I Joined Global X

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

Passive’s Not Passive

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

What the Bond Markets are Telling Us

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

The Fed’s Rate Hike and High Dividend Strategies

The US Federal Reserve announced its first and only rate hike of 2016. See our analysis on how different high dividend strategies ... By Global X Research Team

MSCI’s Sebastien Lieblich Talks Emerging Markets

In this interview, Sebastien Lieblich discusses the process for adding countries to MSCI’s Emerging Markets Index and reviews both the recent addition ... By Global X Research Team

Global X’s Take on Brexit

Global X has gathered what we believe to be the most relevant information in relation to the Brexit and the global capital ... By Global X Research Team

RiverFront’s Chris Konstantinos Talks Oil and International Exposure

For this post, I interviewed Chris Konstantinos from Riverfront Investment Group to get his views on adding exposure to oil and using ... By Global X Research Team

Stash’s Take on Social Media

For this blog post, we’re featuring the insights from Stash on the Global X Social Media ETF (SOCL). Nearly 80% of US ... By Global X Research Team

5 Questions on Building Portfolios with Aon Hewitt’s John Thompson

We had the privilege of interviewing John Thompson, head of the Investment Advisory Solutions Group for Aon Hewitt Investment Consulting Inc. By Global X Research Team

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