Sep 20, 2023
Explore our take on the market in less than 60 seconds.
Read our Second Half Outlook to learn more.
While a soft landing has become the consensus view, how this cycle plays out has implications for long-term yields and market positioning.
A mild recession is likely looming, but several structural factors could make it rather unique, potentially upending investors’ traditional downturn playbook.
An aging population increases demand for advanced and affordable healthcare, creating long-term investment opportunities in genomics and telemedicines.
Stability Over Volatility Investors should plan for a likely U.S. recession later this year. Historically, recessionary pressures weigh on earnings growth, with ...
The Global X ETF Model Portfolio Team and Director of Research, Pedro Palandrani, discusses how our Thematic Disruptors Model Portfolio identifies emerging trends with high growth potential.
Portfolio Strategist Michelle Cluver explores why the current yield environment may bode well for equity income strategies.
The Global X ETF Model Portfolio Team and Director of Research, Pedro Palandrani, discuss how to incorporate thematic equity into a balanced portfolio.
Chief Investment Officer Jon Maier outlines our approach to the Global X Sustainable Core Series Model Portfolios, which incorporate ETFs that tilt towards sustainability while also...
As a Complete Portfolio Solution
Risk based multi-asset ETF Model Portfolios Can incorporate values based investing or other key focus areas that are important to the client.
To Be Combined With Other Portfolios
Single asset and/or segmented ETF Model Portfolios Thematic Equity - Targeted Market Exposure - Equity Income
Outsourcing the investment management process may provide efficiencies in the following areas:
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We coined the term Conversational Alpha® as a way to describe meaningful discussions around portfolio construction. It’s about creating relatable narratives that help investors pursue their long-term investment goals.
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The hypothetical model portfolios discussed herein are provided for illustrative purposes only. This information should not be relied upon for trading purposes or as investment advice, research, or a recommendation by Global X Management LLC regarding (i) any fund, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Financial advisors are responsible for making their own independent judgment as to how to use this information. Target allocations contained herein are subject to change. There is no assurance that the target allocations can or will be achieved, and actual allocations and risk or return profiles of actual portfolio holdings may be significantly different from those shown here.
Investors should carefully consider the investment objectives, risk factors, charges, and expenses of each fund that comprises the model portfolio before investing. For information regarding the funds that comprise the model portfolios, please refer to each funds’ currently available prospectus and statement of additional information. Read the prospectus carefully before investing.
The information presented is not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation by Global X generally or for any purpose outside of Global X’s model portfolios as of the date indicated. It is presented solely to illustrate Global X’s investment process in developing the model portfolios and its analysis and views of the funds that comprise the model portfolios as of the date indicated. The funds presented herein are not representative of all of the funds purchased, sold or held for advisory clients, and it should not be assumed that investment in the funds identified was or will be profitable. Global X’s views of, recommendations with respect to, and investment decisions regarding, securities may vary across Global X’s strategies. Such recommendations are subject to change continually and without notice of any kind and may no longer be true after the date indicated.
The information presented in this presentation has been developed internally and/or obtained from sources believed to be reliable; however, Global X does not guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this presentation are subject to change continually and without notice of any kind and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and Global X assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time. Actual results could differ materially from those anticipated.
