Infrastructure Archives – Global X ETFs

Exploring a range of subjects as diverse as our product lineup.

The Next Big Theme: December 2022

E-commerce Surprise Holiday Season Sales Surpass Expectations Despite persistent inflation and return to store headwinds, U.S. holiday sales got off to a ... By Mayuranki De

The Next Big Theme: April 2022

Renewable Energy Private Sector Publicizes Climate Change Effects The U.S. Securities and Exchange Commission (SEC) proposed mandating publicly traded companies to report ... By Mayuranki De

The Next Big Theme: March 2022

Renewable Energy Energy on the Front Lines In recent years, Europe imported about 45% of its natural gas, a third of its ... By Mayuranki De

Current Sector Views & November 2021 Recap

The end of 2021 is in sight, casting a spotlight on 2022 forecasts. This report focuses on our expectations for the GICS ... By Jon Maier; Michelle Cluver, CFA

High-Stakes Deadlines and Debt: September Sector Views

September markets are typically rocky as summer’s calm fades. This September was no different with markets sifting through slowing economic growth and ... By Jon Maier, Michelle Cluver, CFA

Taking a Look at the Bipartisan Infrastructure Deal Struck in the Senate

The bipartisan infrastructure deal in the Senate is the closest the U.S. has come to sweeping infrastructure spending in recent history. By Global X Research Team

Four Companies That Could Help Develop Infrastructure in the United States

These four companies could play a role in developing U.S. infrastructure. By Global X Research Team

What President Biden’s $2T+ American Jobs Plan Could Mean for U.S. Infrastructure

The long-awaited $2T U.S. infrastructure plan has arrived. It seeks to invest in physical infrastructure, clean energy, and more. By Global X Research Team

The Global X Thematic Growth ETF (GXTG): A Multi-Theme Solution

GXTG seeks to provide broad exposure to structurally disruptive macro-trends through a portfolio of ETFs. By Global X Research Team

Thematic ETF Report: Q4 2020

The Global X research team is pleased to release the Q4 2020 edition of the Thematic ETF Report. By Pedro Palandrani

How a Biden Presidency & COVID-19 Could Impact Infrastructure Development

Biden's win and the ongoing COVID-19 pandemic have implications for infrastructure development in the United States. By Global X Team

Introducing the Global X Data Center REITs & Digital Infrastructure ETF (VPN)

On 10/29, we introduced VPN, which invests in companies expected to benefit from the development of 5G, cloud computing, and other technologies. By Pedro Palandrani

Webinar Replay: How Disruptive Technologies are Enabling the Re-Opening Economy

In this webcast, the Global X research team explores how the Re-Opening Economy both drives and benefits thematic areas. By Pedro Palandrani

Charting Disruption: Q3 2020

The newest edition of our quarterly thematic flipbook: Charting Disruption. By Global X Team

The Next Big Theme: August 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Chart: What Happens When Themes Converge?

It’s important not to lose sight of the fact that effective themes rarely emerge in isolation. As investors vet various themes for ... By Global X Research Team

The Next Big Theme: July 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Thematic ETF Report Q2 2020

The Global X research team is pleased to release the Q2 2020 edition of the Thematic ETF Report. By Pedro Palandrani

Thematic Disruption Accelerates & Expands Amid COVID-19 Pandemic

The COVID-19 pandemic is proving to be an accelerant for many long-term structural trends. Read our insights and perspectives here. By Pedro Palandrani

Charting Disruption: Q2 2020

Introducing, the inaugural release of our quarterly thematic flipbook: Charting Disruption. By Global X Team

Thematic ETF Report Q1 2020

The Global X research team is pleased to release the Q1 2020 edition of the Thematic ETF Report. The report recaps Global ... By Pedro Palandrani

Thematic Growth Valuation Analysis

An update on Thematic Growth valuation analysis based on Price-to-Sales-to-Growth metrics and more. By Pedro Palandrani

The Next Big Theme: February 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Thematic ETF Report Q4 2019

Q4 2019 update to the Global X classification system for disruptive themes and the thematic ETFs that track them. By Pedro Palandrani

An Infrastructure Plan for the 21st Century (Part 3): Getting it Built

Part 3 of 3: In this section, we explore what a 21st century infrastructure plan could look like. By Global X Team

An Infrastructure Plan for the 21st Century (Part 2): Infrastructure Should Be Optimized, Not Maximized

Part 2 of 3: In this section, we consider what future infrastructure could entail and which industries could benefit from building it. By Global X Team

An Infrastructure Plan for the 21st Century (Part 1): US Infrastructure Investment Falls Far Short of Needs

Part 1 of 3: This section discusses the current state of the US’ infrastructure and the importance of improving it. By Global X Team

The Next Big Theme: January 2020

Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani

Themes for Defensive Positioning

While attempting to accurately time a recession can be a futile exercise, adequate preparation can help investors weather the eventual storm. By Pedro Palandrani

Thematic ETF Report Q3 2019

The report introduces Global X’s thorough classification system for disruptive themes and the thematic ETFs that track them. By Jay Jacobs, CFA Pedro Palandrani

How to Value Disruptive Themes

In this piece, we offer a few approaches and considerations to evaluate the multiples of disruptive themes. By Global X Research Team

Why There’s Insatiable Demand for US Infrastructure

The United States hasn’t seen a major infrastructure package since the Eisenhower administration. As a result, much of US infrastructure, from highways ... By Global X Research Team

The Great Index Weight Debate

Should thematic ETFs be equal weighted or market cap weighted? In this piece I share Global X’s perspective on weighting thematic ETFs. By Global X Research Team

Pinnacle’s Dillon Discusses the Importance of Infrastructure

For this post, we interviewed Sean Dillon, Technical Analyst at Pinnacle Advisory Group, for his thoughts on the importance of US infrastructure. By Global X Research Team

US Infrastructure Isn’t Waiting for a Spending Bill

There are several high-profile projects which are already underway and in the pipeline across the country. By Global X Research Team

The Movement to Rebuild America’s Infrastructure

On March 8th, 2017, we launched the Global X U.S. Infrastructure Development ETF (PAVE), which invests in companies that potentially stand to ... By Global X Research Team