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

Market Snapshot – May 2023

Join our CIO Team as they unpack what happened in markets in the month of April though a series of enlightening charts. By Global X CIO Team

The Search for Yield – Equity Income Whitepaper

Stability Over Volatility Investors should plan for a likely U.S. recession later this year. Historically, recessionary pressures weigh on earnings growth, with ... By Global X ETF Model Portfolio Team

Market Snapshot – April 2023

The crisis of confidence in the banking system following the collapse of Silicon Valley Bank (SVB), Signature Bank, and Silvergate Bank drove ... By Global X CIO Team

Sector Views: GICS Change Adds Growth to Financials

The S&P 500 Financials sector just experienced a dose of growth. The traditional value-oriented sector has new entries from the growthier Information ... By Jon Maier; Michelle Cluver, CFA; Damanick Dantes, CMT

Global X – On the Market

Chief Investment Officer Jon Maier and Head of Thematic Solutions Scott Helfstein offer their perspectives on the current investing landscape, which today ... By Jon Maier
Scott Helfstein, PHD

CIO Insights: Cash Rates Enter the Chat

Editor’s Note: Conversational Alpha® (CA) is a vehicle we use for deeper and more relatable discussions about portfolio construction. In that sense, ... By Jon Maier, CIO

Luis Fernandez, Portfolio Strategist

Market Snapshot – March 2023

Global Equities gave up some of their gains following a strong start to the year. Positive macro surprises, including better than expected ... By Global X CIO Team

Sector Views: Tech Talk

2023 started with a bang for the Information Technology (Info Tech) sector. The S&P 500 Info Tech sector ended January with a ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA

Market Snapshot – February 2023

Global equities are off to a strong start in 2023, driven by declining U.S. inflation and China’s reopening. In the U.S., the ... By Global X CIO Team

Positioning for the Next CAPEX Cycle

S&P 500 companies grew capital expenditures (CAPEX) by 19.8% in 2022. With structural tailwinds this could be the beginning of a new ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA

Why Passive Isn’t Really Passive

Editor’s note: The following post was initially published in 2017, but we feel has continued relevance to investors, in light of the ... By Jon Maier

Market Snapshot – January 2023

U.S. markets declined during the month of December snapping a two-month rally. Recession fears remained a key overhang which ties into the ... By Global X CIO Team

The Benefits of Lower Correlations

Rising Asset Correlations Went into Overdrive In 2022 Correlations across U.S equity, international equity, and fixed income rose in 2022 as global ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA

2023 Outlook: Get the Balance Right

The market’s mood hung on every syllable from the Federal Reserve (Fed) in 2022, and 2023 may rhyme. Different for the Fed ... By Jon Maier; Michelle Cluver, CFA; Shannon Ahern, CFA

Labor Market Stress to Impact U.S. Sectors

The news cycle shifted quickly from covering a labor shortage to rounds of layoffs. Although the U.S. labor market remains strong, cracks ... By Jon Maier; Michelle Cluver, CFA

Q3 Earnings Roundup & Sector Views

With 26% of the S&P 500 earnings reported, third-quarter results have been mixed, although they generally have come in better than expected, ... By Jon Maier; Michelle Cluver, CFA

Global X: On the Markets

Chief Investment Officer Jon Maier and Head of Thematic Solutions Scott Helfstein offer their perspectives on the current investing landscape in what ... By Jon Maier; Scott Helfstein, PhD

Sector Views: S&P 500 Sensitivity to Global Factors

Macroeconomic shifts have stirred global markets this year, and the U.S. is no exception. Tighter monetary policy in response to higher inflation ... By David Beniaminov, CFA; Jon Maier; Michelle Cluver, CFA

Sector Views: Free Cash is King

Quality has grown in importance as reduced demand expectations and lower consumer sentiment weigh on the macro outlook. The term ‘quality’ can ... By David Beniaminov, CFA; Jon Maier; Michelle Cluver, CFA

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

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

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 are ... 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 for ... 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 expectations ... 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 inflation. By Global X CIO Model Portfolio Team

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 macroeconomic ... 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 continue. By Jon Maier and Michelle Cluver, CFA

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 fiscal ... 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 protracted ... 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 times ... 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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