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Scott Helfstein

Scott joined Global X in 2022. He is responsible for delivering actionable insights and innovative investment strategies to clients, researching trends at the intersection of accelerating technological, demographic, and environmental change. Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs. Scott is the co-chair of the Business and Security Roundtable at Fordham University’s Center for National Security and is a Fellow at the Center for Cyber and Homeland Security at Auburn University. He served as an Assistant Professor of Social Science at the U.S. Military Academy and the Director of Research at West Point’s Combating Terrorism Center, working across 60 government offices. He is also a member of the Economic Club of New York and was a Term/Corporate Member in the Council on Foreign Relations. Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University.

2025 Midyear Outlook
The Global X 2025 Midyear Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson. By Scott Helfstein and W. Malcolm Dorson
Inflection Points: Rethinking Your Core
Markets’ current relative calm may be an ideal time to explore strategies for assessing core exposures and managing volatility. By Scott Helfstein
Inflection Points: Roll with the Changes
Investors face some big questions in the current environment, namely what comes next, and what strategies may be attractive. By Scott Helfstein
Inflection Points: Trying to Reason with High Vol Season
Volatility is back, but times like these are reminders to keep investing basics top of mind: stay diversified to help stay calm. By Scott Helfstein
Inflection Points: Back in the High Life Again
Many investors are concerned with equity valuations, but their fears might be overblown. By Scott Helfstein