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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Jul 22, 2026
A Big Picture Approach to Investing in Corporate Governance – What A ‘Capital’ Idea
Aug 13, 2026
The Next Big Theme: August 2026
Jul 21, 2026
Commodity Catchup: How to Protect Against Inflation, Own it
A Big Picture Approach to Investing in Corporate Governance – What A ‘Capital’ Idea
The Next Big Theme: August 2026
Commodity Catchup: How to Protect Against Inflation, Own it
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Exploring a range of subjects as diverse as our product lineup.
The Case for MLCCs: An Emerging AI Bottleneck
Sep 11, 2026 •
By
Tejas Dessai
The Global X MLCC & Electronic Components ETF (MLCC) seeks to deliver exposure to companies supplying MLCCs and passive electronic components.
Access, Diversification, and Precision: The Expanding Role of Thematic ETFs
Sep 11, 2026 •
By
Tejas Dessai
Delivering thematic exposure requires strict purity standards, identifying relevant companies, and calibrating portfolio breadth to industry structure.
Why Emerging Markets? Why EMC?
Sep 10, 2026 •
By
W. Malcolm Dorson
and
Paul Dmitriev
We believe emerging markets may be poised for renewed leadership as attractive valuations, consumer growth, and a weaker U.S. dollar create tailwinds.
Why EM Ex-China? Why EMM?
Sep 03, 2026 •
By
W. Malcolm Dorson
EM ex-China is attracting attention as investors look beyond China to opportunities in technology, demographics, and supply chain shifts.
Why Brazil? Why BRAZ?
Sep 01, 2026 •
By
W. Malcolm Dorson
and
Trevor Yates
We believe Brazil’s current backdrop of attractive valuations, monetary easing, and upcoming elections creates a timely opportunity for active investing.
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