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The Next Big Theme: August 2025
This month, we discuss disruptive trends in U.S. Electrification, Defense Tech, AI, U.S. Infrastructure, Robotics, and FinTech. By Ido Caspi
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
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
Inflection Points: Tales of The Automation Age
While policy decisions dominate the headlines, secular shifts transforming the economy speed ahead, creating potential opportunities for investors. By Scott Helfstein
The Next Big Theme: July 2025
This month, we discuss disruptive trends in Defense Tech, Video Games & Esports, AI, FinTech, U.S. Infrastructure and Lithium & Battery Tech. By Ido Caspi