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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Dec 04, 2025
2026 Outlook
Dec 01, 2025
Commodities Tracker: November 2025
Dec 01, 2025
The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
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Articles
Exploring a range of subjects as diverse as our product lineup.
Introducing The Global X Zero Coupon Bond ETFs
Jan 07, 2026 •
By
Robert J. Scrudato
Like Treasuries, our new ETFs offer low default risk, but with a structure that can free up capital and potentially improve financial flexibility.
Defense Tech Enters 2026 with Strengthening Fundamentals
Jan 05, 2026 •
By
Tejas Dessai
The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.
Why U.S. Electrification? Why ZAP?
Jan 02, 2026 •
By
Madeline Ruid
U.S. electricity demand is forecast to increase due to AI data centers, EVs, and manufacturing, creating potential opportunities for investors.
Commodities Tracker: December 2025
Dec 31, 2025 •
By
Kenny Zhu
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
The Next Big Theme: December 2025
Dec 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
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