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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Mar 04, 2026
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Dec 04, 2025
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Iranian Revelation: Strategic Tops Tactical
The Next Big Theme: February 2026
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Articles
Exploring a range of subjects as diverse as our product lineup.
Monthly Covered Call Commentary: July 2026
Jul 14, 2026 •
By
Robert J. Scrudato
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Commodities Tracker: June 2026
Jul 10, 2026 •
By
Kenny Zhu
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
Energy Playbook: Navigating the Global Supercycle
Jul 10, 2026 •
By
Kenny Zhu
and
Madeline Ruid
Electrification, energy infrastructure, alternative power, and critical materials are converging into what we believe is a multi-decade supercycle.
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
Jun 30, 2026 •
By
Tejas Dessai
The gap between strategic ambition and execution may finally be narrowing, as U.S. manufacturing activity shows early signs of momentum.
Introducing the Global X Adaptive Risk Managed Yield ETF (RMHY)
Jun 24, 2026 •
By
Robert J. Scrudato
RMHY is designed to provide exposure to high yield corporate bonds while reallocating to U.S. Treasuries during periods of market stress.
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