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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Jul 16, 2026
The Next Big Theme: July 2026
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The Next Big Theme: July 2026
Monthly Covered Call Commentary: July 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
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Exploring a range of subjects as diverse as our product lineup.
Global X India Active ETF (NDIA) 1Q26 Commentary
Apr 30, 2026 •
By
W. Malcolm Dorson
and
Paul Dmitriev
Indian equities saw volatility in 1Q26, with active management shaping NDIA’s relative performance.
Global X Emerging Markets Great Consumer ETF (EMC) 1Q26 Commentary
Apr 30, 2026 •
By
W. Malcolm Dorson
and
Trevor Yates
Emerging markets were relatively resilient in a volatile 1Q26, with mixed performance across segments.
Global X Emerging Markets Ex-China ETF (EMM) 1Q26 Commentary
Apr 30, 2026 •
By
W. Malcolm Dorson
Emerging markets ex-China showed resilience and gains in a volatile quarter, supported by commodities and attractive valuations.
Global X Brazil Active ETF (BRAZ) 1Q26 Commentary
Apr 30, 2026 •
By
Paul Dmitriev
and
W. Malcolm Dorson
Brazilian equities gained in 1Q26, supported by commodities, easing policy expectations, and valuations, though BRAZ lagged the broader market.
Inflection Points: When Push Comes to Shove: Investing with the Return of Mercantilism
Apr 23, 2026 •
By
Scott Helfstein
Geopolitical tensions are driving a shift toward modern mercantilism, reshaping markets and investor strategy.
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