Fixed Income StrategiesCoreRecurring Reports
Through the Systematic Lens: Is Fixed Income a Dead Asset Walking?
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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.
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Inflection Points: 2026: A Commodity Odyssey
Scott Helfstein
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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.
144 articles
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
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Inflection Points: Mapping the Midterms
Scott Helfstein
Commodity Catchup: How to Protect Against Inflation, Own it
Trevor Yates
Commodities Tracker: June 2026
Global X Research
Commodities Tracker: May 2026
Global X Research
Inflection Points: 2026: A Commodity Odyssey
Scott Helfstein
Commodities Tracker: April 2026
Global X Research
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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.
Rising real yields make fixed income attractive again, but tight credit spreads favor duration and investment-grade over high yield.
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Space Tech, Genomics and Robotics.
Delivering thematic exposure requires strict purity standards, identifying relevant companies, and calibrating portfolio breadth to industry structure.
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
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
AI-driven demand, supply chain constraints, and resource security concerns may be enhancing the strategic importance of commodities for long-term investors.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
AI-driven demand, supply chain constraints, and resource security concerns may be enhancing the strategic importance of commodities for long-term investors.
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.
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
When inflation rises, traditional portfolios can struggle. Commodities have historically offered a hedge against rising prices and market stress.
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.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
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.
