Explore Every Angle

We see reason for continued optimism in 2026, but feel there are risks markets may not be pricing in.

The Global X 2026 Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.

Potential progress on trade agreements, combined with below average investor positioning, could lay the groundwork for a significant catch-up opportunity.

We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.

Interest in Southeast Asia continues to increase amid shifting global supply chains, elevated geopolitical risks in China, and disinflationary trends.