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India as a Long-Term Standalone Investment
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment. By W. Malcolm Dorson and Paul Dmitriev
Vietnam and Southeast Asia: Diversified Value & Growth
Interest in Southeast Asia continues to increase amid shifting global supply chains, elevated geopolitical risks in China, and disinflationary trends. By W. Malcolm Dorson and Paul Dmitriev and Trevor Yates
Income Outlook: Market Volatility Sparks Dislocations and Income Opportunities
Amid volatility, short-term Treasuries, quality corporates, and preferreds stand out as timely income opportunities with value and resilience. By Global X Research Team
Germany’s Multi-Year Equity Opportunity: Reform, Rebuild, Re-rate
Germany is finally emerging from a multi-year slowdown, and fiscal stimulus and favorable valuations could present a compelling investment opportunity. By W. Malcolm Dorson and Trevor Yates
Investing in AI: Why Data Centers? Why DTCR?
The data center industry is poised to accelerate, as AI monetization scales and the demand for AI computing infrastructure grows. By Tejas Dessai