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Alas, Free Cash Flow I Knew You Well
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Benjamin Lavine
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Market commentary, top-down analysis, and advisor-ready perspectives from Global X – connecting what we’re seeing in markets to how portfolios should respond.
Brazil: Potential Positive Asymmetry Into the October Election
Paul Dmitriev
Emerging Market Bonds: A Market Reshaped, A Case Renewed
Multiple authors
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Scott Helfstein
Inflection Points: Mapping the Midterms
Scott Helfstein
We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.
Explore the latest topics and relevant perspectives on thought leadership from our experts.
Curated perspectives on ETF markets, themes, and income strategies — delivered on a schedule that respects your time.
148 articles
Alas, Free Cash Flow I Knew You Well
Benjamin Lavine
Emerging Market Bonds: A Market Reshaped, A Case Renewed
Multiple authors
Brazil: Potential Positive Asymmetry Into the October Election
Paul Dmitriev
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Scott Helfstein
Replenishment Is Extending the Defense Tech Earnings Runway
Tejas Dessai
Through the Systematic Lens: Thematic Equity: Factor Landscape (August 2026)
Benjamin Lavine
Inflection Points: Mapping the Midterms
Scott Helfstein
A Big Picture Approach to Investing in Corporate Governance – What A ‘Capital’ Idea
Benjamin Lavine
Commodity Catchup: How to Protect Against Inflation, Own it
Trevor Yates
Through the Systematic Lens: Is Fixed Income a Dead Asset Walking?
Benjamin Lavine
Showing 10 of 148 items
Product-specific research and analysis, grounded in data and built for long-term investment decisions.
ETFs, made clear. Whether you're starting out or going deeper, Global X breaks down the foundations, mechanics, and themes behind our research so you can invest with confidence.
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
Scott Helfstein
Inflection Points: Mapping the Midterms
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
Scott Helfstein
Inflection Points: When Push Comes to Shove: Investing with the Return of Mercantilism
Scott Helfstein
Inflection Points: The Circular Logic of Secular Rotations
Scott Helfstein
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
The Global X Morningstar Capital Allocation Leaders (CPTL) ETF is designed to provide exposure to companies that exhibit strong capital allocation practices.
When inflation rises, traditional portfolios can struggle. Commodities have historically offered a hedge against rising prices and market stress.
Rising real yields make fixed income attractive again, but tight credit spreads favor duration and investment-grade over high yield.
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
Depleted stockpiles are accelerating procurement, adding to defense tech earnings tailwinds from broader defense modernization.
This month highlights semiconductors/quantum computing as one of the top trending themes and hydrogen as an out-of-favor-theme showing possible recovery.
Geopolitical tensions are driving a shift toward modern mercantilism, reshaping markets and investor strategy.
Pairing the cyclical trade with continued exposure to AI growth seems like a reasonable way to navigate the market’s current distortions.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
