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.

Germany is finally emerging from a multi-year slowdown, and fiscal stimulus and favorable valuations could present a compelling investment opportunity.