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
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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
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
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
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
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
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
These four companies could play a role in developing U.S. infrastructure. By Global X Research Team
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
GXTG seeks to provide broad exposure to structurally disruptive macro-trends through a portfolio of ETFs. By Global X Research Team
The Global X research team is pleased to release the Q4 2020 edition of the Thematic ETF Report. By Pedro Palandrani
Biden's win and the ongoing COVID-19 pandemic have implications for infrastructure development in the United States. By Global X Team
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
In this webcast, the Global X research team explores how the Re-Opening Economy both drives and benefits thematic areas. By Pedro Palandrani
The newest edition of our quarterly thematic flipbook: Charting Disruption. By Global X Team
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
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
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
The Global X research team is pleased to release the Q2 2020 edition of the Thematic ETF Report. By Pedro Palandrani
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
Introducing, the inaugural release of our quarterly thematic flipbook: Charting Disruption. By Global X Team
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
An update on Thematic Growth valuation analysis based on Price-to-Sales-to-Growth metrics and more. By Pedro Palandrani
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
Q4 2019 update to the Global X classification system for disruptive themes and the thematic ETFs that track them. By Pedro Palandrani
Part 3 of 3: In this section, we explore what a 21st century infrastructure plan could look like. By Global X Team
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
Part 1 of 3: This section discusses the current state of the US’ infrastructure and the importance of improving it. By Global X Team
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
While attempting to accurately time a recession can be a futile exercise, adequate preparation can help investors weather the eventual storm. By Pedro Palandrani
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
In this piece, we offer a few approaches and considerations to evaluate the multiples of disruptive themes. By Global X Research Team
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
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
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
There are several high-profile projects which are already underway and in the pipeline across the country. By Global X Research Team
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
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