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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
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Articles
Exploring a range of subjects as diverse as our product lineup.
CES 2026: Autonomous Driving Hits an Inflection Point
Jan 20, 2026 •
By
Madeline Ruid
Autonomous vehicles emerged as a dominant theme at CES 2026, underscoring how intelligence and automation are reshaping the future of mobility.
Rare Earths: The Innovation Economy’s Critical Chokepoint
Nov 10, 2025 •
By
Tejas Dessai
Rare earth elements are in focus as geopolitics and innovation create dual pressures on global supply chains.
The Next Big Theme: September 2025
Sep 25, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, U.S. Infrastructure, Autonomous Vehicles, Robotics, U.S. Electrification and Cloud Computing.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five.
Why Multi-Theme Investing? Why GXDW?
Apr 01, 2025 •
By
Tejas Dessai
The Global X Nasdaq Dorsey Wright ETF (GXDW) invests in top five themes with the highest relative strength in the market as determined by Nasdaq Dorsey Wright.
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