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Global X
2026 Outlook

What’s Next for Markets in 2026

Macroeconomic

This Side of Paradise: The Next Chapter of the Roaring 20s

Scott Helfstein

Scott Helfstein

HEAD OF INVESTMENT STRATEGY

The U.S. left the 1920s forever changed. The same might well be true of the 2020s. Although predicting outcomes amid hyperbolic change is difficult, we continue to believe the technological and economic revolution underway can deliver significant gains.
Emerging Markets

10 in Emerging Markets: Back to BASICs

Malcolm Dorson

Malcolm Dorson

HEAD OF Active investment team
& EM senior portfolio manager

Emerging Markets appear poised to enter 2026 with the right mix of ingredients for a potentially positive cycle. Against this backdrop, we go back to BASICs, highlighting potential opportunities in Brazil, Argentina, Southeast Asia, India, China, and beyond.

Key Takeaways

Unpacking the Biggest Questions For 2026

We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.

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Macroeconomic

The “prove-it” moment for AI and massive capex spend is coming. How should investors play the AI trade in 2026?

The AI ecosystem is likely to remain a compelling investment given the expected impact of automation across the economy. Exposure to mega-cap tech is important, but other players are critical to the buildout and adoption as well, including Data Centers, Robotics, and Energy Providers.
Emerging Markets

What macroeconomic factors could drive EM performance in 2026?

The stars may be aligning for EM assets due to a potential combination of a weaker or steady U.S. dollar, accommodative monetary policy, strength in China, and low investor positioning in EM securities.
We think the path of least resistance for U.S. equity markets is higher. And a lot of that is this margin story being driven by secular change.

Scott Helfstein,HEAD OF INVESTMENT STRATEGY

For more Macroeconomic perspectives, please read our 2026 Outlook.

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People are finding themselves pretty under allocated a deeply discounted, fast-growing asset class.

Malcolm Dorson,HEAD OF Active investment team & EM senior portfolio manager

For more Emerging Markets perspectives, please read our 2026 Outlook.

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