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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Jul 16, 2026
The Next Big Theme: July 2026
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Monthly Covered Call Commentary: July 2026
Jun 30, 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
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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Articles
Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: January 2026
Jan 21, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.
The Next Big Theme: November 2025
Dec 01, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Blockchain, Cybersecurity, Data Centers, U.S. Infrastructure, and CleanTech.
Four Companies Supporting America’s Electrification
Mar 19, 2025 •
By
Madeline Ruid
and
Pedro Palandrani
Growing power demand and shifting grid dynamics in the United States are creating opportunities for companies across the electric value chain.
CleanTech: Critical to Energy Security
Feb 03, 2025 •
By
Madeline Ruid
As AI data centers and EVs drive up electricity demand, opportunities could emerge across the renewable energy value chain. Charting Disruption.
Introducing ZAP: The Case for U.S. Electrification
Dec 18, 2024 •
By
Madeline Ruid
The Global X U.S. Electrification ETF seeks to offer exposure to companies that may benefit from increased electricity demand in the U.S.
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