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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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The Next Big Theme: June 2025
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, HealthTech, U.S. Electrification and Clean Water. By Ido Caspi
Why Emerging Market Debt Deserves Consideration in Your Core Allocation
Emerging Market bonds may offer incremental return potential, portfolio diversification, and exposure to fast-growing economies with improving fundamentals. By Paul Dmitriev and David Beniaminov
Why Video Games & Esports? Why HERO?
The gaming industry has been steadily recovering, fueled by strong consumer spending, sustained engagement, and rising profitability among leading companies. By Ido Caspi
Why Defense Tech? Why SHLD?
Defense tech is entering a new phase of growth, driven by rising military budgets and accelerating modernization efforts of advanced and emerging economies. By Tejas Dessai
Introducing the Global X Investment Grade Corporate Bond ETF (GXIG)
Our active ETF seeks broad access to high-quality debt securities while addressing the potential structural inefficiencies of passive index strategies. By Robert J. Scrudato