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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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What’s Trending
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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Articles
Exploring a range of subjects as diverse as our product lineup.
Introducing LLMA: Investing in the Intelligence Layer of the AI Economy
Oct 01, 2026 •
By
Ido Caspi
The Global X LLM ETF (LLMA) seeks to deliver exposure to companies involved in the development and commercialization of LLMs in developed markets and China.
Alas, Free Cash Flow I Knew You Well
Sep 28, 2026 •
By
Benjamin Lavine
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
Emerging Market Bonds: A Market Reshaped, A Case Renewed
Sep 25, 2026 •
By
W. Malcolm Dorson
and
Paul Dmitriev
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Brazil: Potential Positive Asymmetry Into the October Election
Sep 21, 2026 •
By
Paul Dmitriev
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
Monthly Covered Call Commentary: September 2026
Sep 18, 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.
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