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Thoroughly researched perspectives and commentary on the trends shaping global markets. Subscribe to Updates →

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

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

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

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

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

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

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

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

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

The State of American Stimulus

The American Rescue Plan fully funded the GDP output gap caused by COVID-19. More spending now may risk overheating economy and spiking ... By Frank Van Dyke

Whitepaper on Equity Income Investing

Near cycle low interest rates and the risk of reflation presents an uphill battle for traditional fixed income. We believe the current ... By Ker Thao

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

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, Michelle Cluver, CFA and Frank Van Dyke

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, Michelle Cluver, CFA and Frank Van Dyke

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

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

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

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

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

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

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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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