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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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What’s Trending
Dec 04, 2025
2026 Outlook
Jan 14, 2026
Inflection Points: Five Risks for 2026 Keeping Us Awake
Jan 21, 2026
The Next Big Theme: January 2026
2026 Outlook
Inflection Points: Five Risks for 2026 Keeping Us Awake
The Next Big Theme: January 2026
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Articles
Exploring a range of subjects as diverse as our product lineup.
Software Volatility: Separating Noise from Signal
Feb 20, 2026 •
By
Tejas Dessai
Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.
The Next Big Theme: February 2026
Feb 18, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.
Introducing the Global X Income Edge℠ ETF Suite
Feb 18, 2026 •
By
Robert J. Scrudato
The Income Edge℠ ETFs use weekly call options and dynamic coverage to target defined annualized distribution rates while maintaining equity exposure.
Introducing the Global X Commodity Strategy ETF (COMD)
Feb 11, 2026 •
By
Trevor Yates
and
Paul Dmitriev
and
Sandy Lu
Our latest actively managed ETF offers exposure to traditional commodities but may also consider off-benchmark assets like bitcoin, platinum, and uranium.
Inflection Points: Earning Proof Points
Feb 11, 2026 •
By
Scott Helfstein
Earnings season has seen volatility, but we think fundamentals remain in the driver’s seat and data continue to support risk assets.
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