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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
2026 Outlook
Iranian Revelation: Strategic Tops Tactical
The Next Big Theme: February 2026
2026 Outlook
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Exploring a range of subjects as diverse as our product lineup.
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.
The Next Big Theme: June 2026
Jun 15, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Data Centers, U.S. Electrification, Defense Tech, U.S. Infrastructure, and Cybersecurity.
Quarterly Preferred Report: Q1 2026
Jun 15, 2026 •
By
Robert J. Scrudato
Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.
Commodities Tracker: May 2026
Jun 10, 2026 •
By
Kenny Zhu
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
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