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Global X House Views: July 2022

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy

Sector Positioning Based on Economic Regimes

The Federal Reserve’s July FOMC meeting potentially tilted the market’s focus from interest rate sensitivity to economic growth sensitivity. Therefore, the prospect ... By Jon Maier; Michelle Cluver, CFA

Labor Market Disruption

Rapid economic recovery coming out of the pandemic created distortions in the labor market – raising questions about economic growth and the ... By Michelle Cluver, CFA

Q2 2022 Review & Second Half Outlook

Recession fears and an accelerated Federal Reserve (Fed) interest rate hiking trajectory weighed on markets during the second quarter, resulting in the ... By Jon Maier; Michelle Cluver, CFA

The Taylor Rule and Sector Views

Given the current macroeconomic environment, where the most significant topics include discussions on inflation, policy rates, real GDP (rGDP), and the Fed ... By David Beniaminov; Jon Maier; Michelle Cluver, CFA

Global X House Views

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy

Uranium, Explained

Nuclear power is a clean, efficient, and essential source of electricity used to meet the world’s growing energy demands. Nuclear power can ... By Rohan Reddy

The Case for Digital Assets in a Portfolio

Editor’s Note: We include a glossary at the end for all terms underlined and highlighted in sea green. Digital assets, such as cryptocurrencies, traveled ... By Global X Research Team

Silver, Explained

Silver often flies under the radar of its metal counterpart, gold, but silver has unique properties that make it attractive as both ... By Gavin Kim

Earnings Roundup and Sector Views

This has been a tough earnings season for certain sectors of the S&P 500 Index. This earnings season provided investors insight on ... By David Beniaminov; Jon Maier; Michelle Cluver, CFA

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

Global X ETFs Survey: Beyond Baby Boomers

In April 2022, we surveyed 621 individuals in the United States on their investing viewpoints, attuned to generational differences. The purpose of ... By Mayuranki De

Sector Views: The State of the U.S. Consumer

Inflation and rising interest rates create an uphill journey for the consumer and the economy. U.S. real disposable income has been declining ... By Jon Maier; Michelle Cluver, CFA

AgTech Could Reinforce Strained Food Systems

Food systems are struggling to contend with mounting threats presented by the pandemic, unfavorable commodity pricing, warfare, labor shortages, and worsening climatic ... By Alec Lucas

Q1 2022 Review & Outlook

2022 is off to a rocky start with inflation, economic growth and the trajectory for higher policy interest rates remaining center stage. ... By Jon Maier; Michelle Cluver, CFA

Equity Income Whitepaper

Challenges of Higher Inflation and Interest Rates Inflation has reached levels not seen in 40 years, pressuring the Federal Reserve (Fed) to ... By Global X CIO Model Portfolio Team

Sector Views: Locating Profitable Growth

Growthier segments of the market came under pressure as investors began prioritizing shorter duration, current profitability, and dividend income. About 75% of ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov

New Investments Ready to Propel AV Technology Forward

Autonomous Vehicle (AVs) technology has improved dramatically in recent years, supported by large investments by auto manufacturers, original equipment manufacturers (OEMs), and ... By Laura Simeonova, Pedro Palandrani

Ethereum: The Basics

Editor’s Note: Hover over terms in sea green for a pop-out glossary definition. Full glossary also included at the end with terms listed ... By Pedro Palandrani

Russia’s Invasion of Ukraine

Russia’s Invasion of Ukraine: Food Inflation, Energy Costs Spike With Russia’s invasion of Ukraine into its second week, the economic fallout is ... By Jon Maier; David Beniaminov

Russia’s Invasion of Ukraine

On Thursday morning Ukraine time (+7 hours from NY), Russia launched a full-scale attack on Ukraine. Assisted by neighboring Belarus, Russia launched ... By Jon Maier; Michelle Cluver, CFA

China Sector Analysis: Energy

China’s Energy sector bears the enormous responsibility of powering the world’s second largest economy and most populous country. As of 2020, China’s ... By Dillon Jaghory

RNRG: The Case for Renewable Energy

The Global X Renewable Energy Producers ETF (RNRG) tracks the Indxx Renewable Energy Producers Index and provides efficient access to dozens of ... By Alec Lucas

Current Sector Views and December 2021 Recap

The pace of Federal Reserve (Fed) balance sheet tapering, that started in November, accelerated in December, bringing forward the timing of the ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov

Q4 2021 Review and Outlook

2021 was a strong year for U.S. equity markets. The S&P 500 Index returned +11.0% in Q4, bringing its 2021 return to ... By Jon Maier; Michelle Cluver, CFA

2022 Outlook: The Fed’s Great Balancing Act

With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into 2022. The market is contextualizing demand-driven ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA

2022 Outlook: The Fed’s Great Balancing Act

With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into 2022. The market is contextualizing demand-driven ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA

Bitcoin: The Basics

In October 2008, a mysterious whitepaper touting a potentially revolutionary monetary concept made its way to a cryptography mailing list. In a ... By Global X Research Team

Japan’s Robot Dominance

Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable ... By Dillon Jaghory

Q3 2021 Review and Outlook

The U.S. economy rebounded sharply in the first six months of 2021, but economic expectations for the second half were revised down ... By Jon Maier, Michelle Cluver, CFA

China Sector Analysis: Real Estate

Real Estate in China is a dynamic sector that has been simultaneously viewed as a pivotal driver of economic growth and potential ... By Dillon Jaghory

The Case for Tail Risk ETFs

On August 26th, 2021, we listed the Global X Nasdaq 100 Tail Risk ETF (QTR) on the Nasdaq stock exchange and the ... By Rohan Reddy

Q2 2021 Review and Outlook

The summer of 2021 has started. Following more than 6-months of expectations, the long-awaited return to ‘normal life’ is in motion. Restaurants ... By Jon Maier; Michelle Cluver, CFA

China Sector Analysis: Materials

Due to the massive size and growth of China’s economy, the country ranks near the top for production and consumption of many ... By Global X Research Team

Sustainable Portfolios: The Why and How

Investor and consumer trends have pushed companies to pivot business models towards sustainability. Today, sustainable investing is capable of changing corporate behavior ... By Jon Maier; Michelle Cluver, CFA

Current Sector Views and May 2021 Recap

Is inflation permanent, transitory, or some combo thereof? Should investors be preparing for a short-term increase in inflation or are higher inflation ... By Jon Maier; Michelle Cluver, CFA

Innovation to Utility

Sometimes it’s easy to forget just how disruptive of a technology electricity was. Once that first lightbulb went on and commercial applications ... By Jon Maier; Michelle Cluver, CFA

The Next Big Theme: May 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Current Sector Views and April Recap 2021

During April, daily global COVID-19 diagnoses reached all-time highs.1 Case growth plateaued at 5.7 million new cases per week. Emerging markets are ... By Jon Maier; Michelle Cluver, CFA

Key Themes for the New Normal Economy

Thematic investments that target specific areas that could thrive in New Normal Economy may be well-positioned for multi-year growth. By Jay Jacobs, Morgane Delledonne & Pedro Palandrani

Charting Disruption: Q2 2021

Looking back at Q1 2021 trends in CleanTech & Renewables, U.S. Infrastructure, Cannabis, FinTech, & more. By Global X Research Team

The Next Big Theme: April 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: March 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

What’s Driving Copper’s Rally?

Copper prices are positively correlated to inflation, and the metal is historically one of the best performing assets during inflationary periods. By Rohan Reddy

The Next Big Theme: February 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Uranium Market Primed for Growth

The case for uranium today is perhaps the strongest it’s been in a decade. See why we think uranium is primed for ... By Rohan Reddy

The Next Big Theme: January 2021

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Charting Disruption: Q4 2020

Looking back at Q4 2020 trends in CleanTech, Genomics, FinTech, EVs, Cannabis, Cloud Computing, and more. By Global X Team

The Next Big Theme: December 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Value of Data in a Digital World

With widespread internet connectivity we now live in a digital world where many of the world’s leading companies derive their value from ... By Pedro Palandrani

The Next Big Theme: November 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

MLP Insights: Q3 2020

2020 is proving to be another challenging year for the midstream space, as MLPs and energy infrastructure companies seek to weather the ... By Rohan Reddy

The Next Big Theme: October 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

The Next Big Theme: September 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

MLP Insights: Q2 2020

In this quarter’s MLP Insights, we discuss the catalysts behind the recent positive move and key factors to watch going forward. By Rohan Reddy

The Next Big Theme: July 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Can Lithium Keep Up With the EV Boom?

For EVs to successfully achieve their full potential, the entire supply chain must be carefully calibrated to meet rising EV demand. By Pedro Palandrani

The Next Big Theme: June 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Andrew Little, Pedro Palandrani

The Next Big Theme: May 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

The Next Big Theme: April 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Andrew Little, Pedro Palandrani

MLP Insights: Q1 2020

Despite generally positive attitudes, the quarter unraveled due to an unprecedented black swan event, the COVID-19 pandemic. By Rohan Reddy

Mapping Millennial Spending

Millennials, defined as those born roughly between 1980-2000, are about to see the oldest of this age group turn 40, with the ... By Pedro Palandrani

Social Media Moves to New Era of Growth

With most of the internet-connected world already on social media, these platforms now focus on maximizing the revenue generated from each user By Pedro Palandrani

The Next Big Theme: March 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

The Next Big Theme: February 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little

Where to Find Value in REITs

Real Estate Investment Trusts (REITs) returned 29% in 2019, supported primarily by the Fed and other central banks globally. By Rohan Reddy

Lithium, Explained

In this piece, we seek to explain the basics of lithium, current developments, and how investors can access this key material in ... By Pedro Palandrani

China Sector Analysis: Financials

This piece provides an in-depth look at the key stats, notable companies, and thematic tailwinds that characterize China’s Financial sector. By Global X Team

Fernández’s Argentina: What to Expect

Last year, Argentine markets performed well until August, when former President Mauricio Macri’s poor results in the presidential primaries sparked a sharp ... By Global X Team

MLP Insights: Q4 2019

Despite shorter term headwinds, like tax loss selling pressure, we remain optimistic for the MLP asset class over a longer time frame. By Rohan Reddy

Themes for Defensive Positioning

While attempting to accurately time a recession can be a futile exercise, adequate preparation can help investors weather the eventual storm. By Pedro Palandrani

Meet the Sector Disruptors

As powerful macro-level themes begin to accelerate, a new set of companies are likely to eventually rise to the top of each ... By Global X Research Team

Getting Yield Out of Europe

In this post, we explore how to get yield out of Europe during a period of ultra low interest rates. By Rohan Reddy

How to Value Disruptive Themes

In this piece, we offer a few approaches and considerations to evaluate the multiples of disruptive themes. By Global X Research Team

MLP Insights: Q3 2019

Midstream stocks faced increased macro and geopolitical risks in Q3 as the trade war, and fears of slowing global growth, intensified. By Rohan Reddy

2019 Beyond Baby Boomers Survey

We surveyed affluent investors to understand differences in behavior, education, and outlook among generations. By Global X Research Team

The Next Big Theme: July 2019

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Behind Greece’s 2019 Market Rally

Greece’s improving growth prospects could place it in the midst of a virtuous cycle, standing out against the weak backdrop of a ... By Global X Team

The Next Big Theme: June 2019

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

MLP Insights: Q2 2019

MLPs & energy infrastructure stocks largely carried forward their positive momentum from Q1. By Rohan Reddy

NYSE Q&A on China Sectors

This post is from an "Issuer Spotlight" interview with the New York Stock Exchange to discuss our China Sectors Suite. By Global X Team

China Sector Analysis: Health Care

This piece provides an in-depth look at China’s Health Care sector, tracked by the Global X MSCI China Health Care ETF (CHIH). By Global X Team

4 Leading Companies in Genomics

In this post we highlight four companies that are representative of the key segments of the genomics industry. By Global X Research Team

Greece Update: Optimism Grows

Not since pre-crisis days has Greece received such positive investor attention or demonstrated such strong potential. By Global X Team

MLP Insights: Q1 2019

After a volatile Q4, MLPs have enjoyed a strong recovery in early 2019. By Rohan Reddy

Gold, Explained

Gold often comes into the limelight when there is heightened geopolitical risk or market volatility. Yet the gold market and the various ... By Rohan Reddy

The Great Index Weight Debate

Should thematic ETFs be equal weighted or market cap weighted? In this piece I share Global X’s perspective on weighting thematic ETFs. By Global X Research Team

Preparing for an Aging World

Aging societies are a worldwide phenomenon driven by several long-term demographic and lifestyle trends. Breakthroughs in healthcare, sanitation and nutrition; mass urbanization; ... By Michael Hoffmann

Including China A Shares

As China continues to open to the world, A-shares are becoming increasingly accessible, representing a broad opportunity set of companies. By Global X Team

MLP Insights: Q4 2018

After a brief period of stabilization during the summer, midstream performance has turned negative in the final quarter of the year. By Rohan Reddy

The Quest for a Superbattery

It’s not uncommon to wonder why we haven't invented a better battery yet. In this post, we explore the factors that go ... By Global X Research Team

Chart: Revisiting Top Themes from 2012

I recently found an “Emerging Themes Report” dating back to 2012 and revisited these predictions to see how many held up over ... By Global X Research Team

3 Key Trends in the Robotics Industry

We recently attended the RoboBusiness Conference and boiled it down to three key trends taking place in the robotics industry today. By Global X Research Team

MLP Insights: Q3 2018

MLPs have regained some of their footing in the second half of the year with optimism around high pipeline utilizations rates and ... By Rohan Reddy

Leading Companies in FinTech

We highlight four companies that represent key areas of the FinTech industry targeted by the Global X FinTech ETF (FINX) By Global X Research Team

Introducing the TargetIncome Family

On July 31st, the Global X TargetIncome™ 5 ETF (TFIV) and the Global X TargetIncome™ Plus 2 ETF (TFLT) began trading on ... By Global X Research Team

MLP Insights: Q2 2018

2018 has not stopped the wild ride for MLP investors that began in 2014. By Rohan Reddy

Chart: The Nature of Midstream MLP Debt

As the Federal Reserve continues along its path of raising interest rates, many MLP investors are asking how MLP debt costs will ... By Jay Jacobs, CFA; Rohan Reddy

MLP Insights: Q1 2018

We believe U.S. tax reform was the catalyst in the beginning of the year. In this piece, we dig into which parts ... By Jay Jacobs, CFA; Rohan Reddy

Copper, Explained

Renewable energy, electric vehicles, and infrastructure have brought copper back into focus. Here, we answer 6 questions about the copper market. By Global X Research Team

What’s Ahead for Argentina in 2018?

Last year, we looked at Argentina’s pro-market president Mauricio Macri’s impact on the economy. Despite progress, 2018 will be an important year. By Global X Research Team

MLP Funds: Taxes & Path Dependency

A fund with over 25% of its assets invested in Master Limited Partnerships (MLPs) is structured as a C-Corporation for tax purposes ... By Global X Research Team

What Does Disruptive Growth Look Like?

In this post, we dig into how disruptive one-off shifts tend to emerge and expand upon the characteristics of structural themes. By Global X Research Team

MLP Insights: Q4 2017

In this quarter’s MLP Insights, we tackle a few topics that we believe are particularly relevant to MLP investors as we head ... By Rohan Reddy

Rethinking Exposure to China

Given the size and nuances on the Chinese economy, we believe investors should fine-tune their exposures to China. By Global X Research Team

Who are the Conscious Companies?

In this analysis, we consider some real-life examples of companies that have taken clear actions to promote a positive outcome for one ... By Global X Research Team

Mortgage REITs, Explained

In this piece, we explain the Mortgage REIT business model, its performance drivers and the outlook for Mortgage REITs in the current ... By Rohan Reddy

MLP Insights: Q3 2017

While oil prices have to some extent weighed on MLPs, in our opinion they do not fully explain the asset class’s performance. By Rohan Reddy

Artificial Intelligence, Explained

Artificial intelligence (AI) is rapidly becoming ubiquitous in everyday life. As this technology continues to advance in capability and prevalence, we sought ... By Global X Research Team

Is This a Turning Point for Lithium Demand?

In 2010, the case for investing in lithium largely revolved around the growth of consumer electronics, especially smart phones. The new x-factor ... By Global X Research Team

Approaching the Dividend Space

There are dozens of approaches to dividend investing, but we find that the majority of strategies fall into the following three categories: ... By Global X Research Team

Chart: Which Risks Have Been Rewarded?

In this chart, we seek to compare how credit, duration, and equity risks are being rewarded today versus their longer term averages. By Global X Research Team

Searching for Growth in Emerging Markets

As traditional emerging market indexes start becoming overexposed to slowing economies, we explored two alternative approaches investors may consider in an effort ... By Global X Research Team

MLP Insights: Q2 2017

In this quarter’s MLP Insights piece, we examine some of the causes and effects of increasing crude output in the US, as ... By Global X Research Team

Chart: Is Argentina the Case Against Populism?

In December 2015, Argentina elected a ‘center-right’ candidate, Mauricio Macri, to the Presidential office. In two charts, we compared some select policies ... By Global X Research Team

Revisiting Argentina and Pakistan

On May 15th, 2017, MSCI is expected to formally introduce Pakistan into the MSCI Emerging Markets Index and to update the market ... By Global X Research Team

MLP Insights: Q1 2017

In this quarter’s MLP Insights post, we examine how MLPs have adapted their business models in an effort to grow during this ... By Global X Research Team

Introducing the Founder-Run Companies ETF

On February 15th, we launched the Global X Founder-Run Companies ETF (BOSS). What differentiates founder-run companies from the rest of the market? ... By Global X Research Team

12 Predictions for Millennials in 2017

Increasingly, Millennials are earning more in their careers, becoming avid consumers, and even starting families. To shed more light on this transition, ... By Global X Research Team

MLP Insights: Q4 2016

The energy sector has become increasingly segmented as the low oil price environment has disproportionately challenged certain parts of the energy value ... By Global X Research Team

Why Copper is an Infrastructure Play

Some may be surprised to see that copper has been the best performer among the base metals since November 8th. See why ... By Global X Research Team

Introducing the MSCI SuperDividend EAFE ETF

On Tuesday, November 15th, Global X launched its seventh fund in the billion-dollar SuperDividend family of ETFs, the Global X MSCI SuperDividend ... By Global X Research Team

What to Know: 5 Facts about Lithium

On October 19th, we had the opportunity to join a number of lithium industry insiders who gathered to attend a conference hosted ... By Global X Research Team

ETFs & Tax Efficiency

Compared to mutual funds, ETFs tend to be more tax efficient because they have a unique method of conducting transactions that provides ... By Global X Research Team

Preferreds, Yield, and Your Portfolio

We turn our attention to preferred stocks as another potential solution to investors’ search for yield. With over $20 billion in net ... By Global X Research Team

Social Media: Tech’s Growth Industry

Despite signs of a maturing industry – namely slowing user growth and increasing mergers and acquisitions – social media remains one of ... By Global X Research Team

REITs: A Key Portfolio Building Block

Given the extended low interest rate environment, REITs have become popular investments for investors looking for alternative sources of income. In this ... By Global X Research Team

MLP Insights: Q3 2016

Two years have already passed since oil fell below $100/barrel and one year since the commodity first crossed below $50. In this ... By Global X Research Team

Investing in ‘Conscious Companies’

The Global X Conscious Companies ETF (KRMA) invests in companies that have exhibited a commitment to creating positive outcomes for a variety ... By Global X Research Team

Exploring Global Longevity

The world’s population is living longer than ever before. Check out our infographic, which helps to answer four questions about longevity. By Global X Research Team

Commodities and Emerging Markets Take Off

Over the last four months, commodities have experienced their most significant rally since the end of 2011. Many major commodities are up ... By Global X Research Team

Why Your Portfolio Should Go Thematic

What is Thematic Investing? Thematic investing refers to the process of identifying powerful macro-level trends and the underlying investments that stand to ... By Global X Research Team

MLP Insights: Q2 2016

In our Q1 MLP Insights piece, we focused on the long term outlook for Master Limited Partnerships (MLPs). In this piece, we ... By Global X Research Team

Why Your Index May Not Be Diversified

Much of the attention around smart beta or factor-based investment strategies has focused on the potential for outsized returns by accessing historically ... By Global X Research Team

MLP Insights: Q1 2016

Following a nearly 33% downturn in 2015, MLPs have started off the new year down another 12%. While many investors are understandably ... By Global X Research Team

What are YieldCos?

YieldCos are an emerging asset class of publicly traded companies that are focused on returning cash flows generated from renewable energy assets ... By Global X Research Team

Guru 2015 Year in Review

The Global X Guru Index ETF (GURU) seeks to provide alternative alpha over US equity benchmarks by accessing the highest conviction ideas ... By Global X Research Team

A New Path for Emerging Market Investing

A strategic asset allocation to emerging market equities is important for investors seeking higher growth potential and diversification benefits. By Global X Research Team

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Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or guarantee against a loss. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.

Information provided by Global X Management Company LLC.

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