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Although slower economic growth may impact cyclical stocks, structural tailwinds remain intact for Industrials, creating a chance to invest in the next upcycle. By Jon Maier; Michelle Cluver, CFA; Damanick Dantes, CMT
Conversational Alpha® is a vehicle we use for deeper and more relatable discussions about portfolio construction. It represents a journey and a destination. By Jon Maier, CIO; Damanick Dantes, CMT
Examining terminal growth rates, or market implied long-term growth, may help investors discover potentially attractive themes. By Scott Helfstein, PhD
Join our CIO Team as they unpack what happened in markets in the month of April though a series of enlightening charts. By Global X CIO Team
With US consumers showing signs of strain and a possible recession looming, we favor the defensive nature of Consumer Staples. By Jon Maier; Michelle Cluver, CFA; Shannon Ahern, CFA
Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping the thematic investing landscape. ... By Scott Helfstein, PhD
The crisis of confidence in the banking system following the collapse of Silicon Valley Bank (SVB), Signature Bank, and Silvergate Bank drove ... By Global X CIO Team
The S&P 500 Financials sector just experienced a dose of growth. The traditional value-oriented sector has new entries from the growthier Information ... By Jon Maier; Michelle Cluver, CFA; Damanick Dantes, CMT
Editor’s Note: Conversational Alpha® (CA) is a vehicle we use for deeper and more relatable discussions about portfolio construction. In that sense, ... By Jon Maier, CIO
Luis Fernandez, Portfolio Strategist
Global Equities gave up some of their gains following a strong start to the year. Positive macro surprises, including better than expected ... By Global X CIO Team
Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping the thematic investing landscape. ... By Scott Helfstein, PhD
2023 started with a bang for the Information Technology (Info Tech) sector. The S&P 500 Info Tech sector ended January with a ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA
Editor’s Note: Conversational Alpha® (CA) is a vehicle we use for deeper and more relatable discussions about portfolio construction. In that sense, ... By Jon Maier
Global equities are off to a strong start in 2023, driven by declining U.S. inflation and China’s reopening. In the U.S., the ... By Global X CIO Team
S&P 500 companies grew capital expenditures (CAPEX) by 19.8% in 2022. With structural tailwinds this could be the beginning of a new ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA
Editor’s note: The following post was initially published in 2017, but we feel has continued relevance to investors, in light of the ... By Jon Maier
Expectations surrounding China’s reopening, potential economic contraction in the U.S., and a weaker U.S. dollar are key points of interest for investors ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping the thematic investing landscape. ... By Scott Helfstein, PhD
U.S. markets declined during the month of December snapping a two-month rally. Recession fears remained a key overhang which ties into the ... By Global X CIO Team
Rising Asset Correlations Went into Overdrive In 2022 Correlations across U.S equity, international equity, and fixed income rose in 2022 as global ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov, CFA
The market’s mood hung on every syllable from the Federal Reserve (Fed) in 2022, and 2023 may rhyme. Different for the Fed ... By Jon Maier; Michelle Cluver, CFA; Shannon Ahern, CFA
Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
The news cycle shifted quickly from covering a labor shortage to rounds of layoffs. Although the U.S. labor market remains strong, cracks ... By Jon Maier; Michelle Cluver, CFA
Five Risks for 2023 Keeping Us Awake Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics ... By Scott Helfstein, PhD
Expectations surrounding central bank policy and the value of the US dollar are key to investor sentiment in the final stretch of ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
With 26% of the S&P 500 earnings reported, third-quarter results have been mixed, although they generally have come in better than expected, ... By Jon Maier; Michelle Cluver, CFA
Entry Points and Burning Buildings Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities ... By Scott Helfstein, PhD
Chief Investment Officer Jon Maier and Head of Thematic Solutions Scott Helfstein offer their perspectives on the current investing landscape in what ... By Jon Maier; Scott Helfstein, PhD
Too Much, Too Soon, and Just a Little Too Late: Stimulus a Driver of Market Noise Editor’s Note: Inflection Points is a ... By Scott Helfstein, PhD
Reversing the gains from earlier in Q3, September’s market rout brought U.S. and global equity indexes back into bear market territory. Uncertainty, ... By Michelle Cluver, CFA; Jon Maier
Macroeconomic shifts have stirred global markets this year, and the U.S. is no exception. Tighter monetary policy in response to higher inflation ... By David Beniaminov, CFA; Jon Maier; Michelle Cluver, CFA
Elevated inflation, currencies, slowing global economic growth expectations, and reduced central bank liquidity remain key economic considerations. Volatility measured by the VIX ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
Quality has grown in importance as reduced demand expectations and lower consumer sentiment weigh on the macro outlook. The term ‘quality’ can ... By David Beniaminov, CFA; Jon Maier; Michelle Cluver, CFA
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Paper currency is dying a fast death ... By Global X ETF Model Portfolio Team
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. In 1996, Bill Gates published an essay ... By Global X ETF Model Portfolio Team
Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
The Federal Reserve’s July FOMC meeting potentially tilted the market’s focus from interest rate sensitivity to economic growth sensitivity. Therefore, the prospect ... By Jon Maier; Michelle Cluver, CFA
Rapid economic recovery coming out of the pandemic created distortions in the labor market – raising questions about economic growth and the ... By Michelle Cluver, CFA
Recession fears and an accelerated Federal Reserve (Fed) interest rate hiking trajectory weighed on markets during the second quarter, resulting in the ... By Jon Maier; Michelle Cluver, CFA
Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical ... By Investment Forum: Jon Maier, Michelle Cluver, Morgane Delledonne, Pedro Palandrani & Rohan Reddy
It appears the hawks and bears may have scared away the doves and bulls, at least in the short term. In the ... By Michelle Cluver, CFA; Jon Maier
After the Federal Reserve (Fed) raised the fed funds target rate by 50 basis points (bps) in May, most market participants focused ... By Jon Maier
This has been a tough earnings season for certain sectors of the S&P 500 Index. This earnings season provided investors insight on ... By David Beniaminov; Jon Maier; Michelle Cluver, CFA
Inflation and rising interest rates create an uphill journey for the consumer and the economy. U.S. real disposable income has been declining ... By Jon Maier; Michelle Cluver, CFA
In today’s digital world, data is gold, and more malicious actors are trying to get their hands on the prize. Just recently, ... By Jon Maier
2022 is off to a rocky start with inflation, economic growth and the trajectory for higher policy interest rates remaining center stage. ... By Jon Maier; Michelle Cluver, CFA
Inflation and its implications for real economic growth are the main portfolio positioning consideration of the conflict in Ukraine. The Bloomberg Commodity ... By Michelle Cluver, CFA
Russia’s Invasion of Ukraine: Food Inflation, Energy Costs Spike With Russia’s invasion of Ukraine into its second week, the economic fallout is ... By Jon Maier; David Beniaminov
On Thursday morning Ukraine time (+7 hours from NY), Russia launched a full-scale attack on Ukraine. Assisted by neighboring Belarus, Russia launched ... By Jon Maier; Michelle Cluver, CFA
This month we will be dissecting the dividend discount model (DDM), its various uses, and how higher yields impact the intrinsic value ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov
2021 was a strong year for U.S. equity markets. The S&P 500 Index returned +11.0% in Q4, bringing its 2021 return to ... By Jon Maier; Michelle Cluver, CFA
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
The U.S. economy rebounded sharply in the first six months of 2021, but economic expectations for the second half were revised down ... By Jon Maier, Michelle Cluver, CFA
In June 2021, we surveyed 567 U.S. consumers on topics related to inflation and supply chain constraints. The purpose of the survey ... By Global X Research Team
About the only thing faster than the speed at which China implemented new policy restrictions on big tech, online education, and gaming ... By Jon Maier
Is inflation permanent, transitory, or some combo thereof? Should investors be preparing for a short-term increase in inflation or are higher inflation expectations ... By Jon Maier; Michelle Cluver, CFA
In our 2021 outlook, we explore potential catalysts that could propel markets forward. By Global X Team
Global X's mid-year update on the outlook for 2020 By Global X Team
Read the results from the Global X ETFs/SoFi Invest Investor Survey here. By Global X Team
The Coronavirus development has manifested a new tone on earnings calls this season. In this Snap Chart we dig into the numbers. By Jon Maier and Michelle Cluver, CFA
This whitepaper explores different ways to find yield and provides suggestions on how to balance risks when seeking such yield instruments. By Jon Maier, Michelle Cluver, CFA and Rohan Reddy
Don’t fight the Fed, as the saying goes. Here, we look at monetary and fiscal policy and the factors that could determine their ... By Michelle Cluver, CFA
Advisory practices modernizing for the 21st century are increasing use of ETFs and ETF model portfolios. Here's why we expect that to continue. By Jon Maier and Michelle Cluver, CFA
In our second piece on Conversational Alpha®, we put alpha in context and talk about how we go about generating it. By Jon Maier and Michelle Cluver, CFA
It seems like nothing can move the market in any meaningful direction these days. Volatility has remained low despite continued global concerns. By Jon Maier and Michelle Cluver, CFA
2019 was a whirlwind of a year, epitomized by shifting clouds of uncertainty. Unfortunately, this is likely to remain front and center for ... By Jon Maier and Michelle Cluver, CFA
For the last 30 years, United States Treasury Yields have continually fallen, driven by expansionary monetary policy and low inflation. By Jon Maier and Michelle Cluver, CFA
In our 2020 outlook, we explore potential catalysts that could propel markets forward. By Global X Team
Conversational Alpha® is live! Our series brings readers relatable investment narratives that may drive long term returns. By Jon Maier
Do the current low levels of the VIX Index create a disconnect between volatility expectations and the market reality? By Michelle Cluver, CFA
The Federal Reserve has cut the fed funds rate three times since July, improving the shape of the treasury yield curve. By Jon Maier
EM currencies have strengthened significantly on hopes of a trade deal. Could this be the start of an improving trend for EM? By Jon Maier, Michelle Cluver, CFA
Where to find yield within an environment where fixed income and equity yields are converging. By Jon Maier
The S&P 500 Index entered Q4 with its largest year-to-date gain since 1997. However, risks are rising, and we expect a rocky ride ... By Jon Maier, Michelle Cluver, CFA
Should we be ringing the recession alarm bell? Maybe. And that is what the most predictive part of the yield curve signaled ... By Jon Maier, Michelle Cluver, CFA
A solid first half helped the market shake off the drubbing it took at the end of last year. But the momentum is ... By Jon Maier, Michelle Cluver, CFA
In this webinar, TPW's CIO and Co-Founder, Jay Pelosky, and Global X ETF's Jon Maier and Jay Jacobs discuss their outlook for the ...
Is the consumers' experience of inflation still below 2%? Tariffs have the potential to put upward pressure on consumer prices. By Jon Maier
What does a more accommodative Fed coupled with lower expected economic growth rates mean for markets? By Jon Maier, Michelle Cluver
8 days to the deadline and no-deal may be back on the table. By Jon Maier
MMT has crept into the nation’s political and economic discourse. The theory challenges convention and highlights fundamental political divides. By Jon Maier
The United Kingdom’s complicated divorce from the European Union continues. The following summarizes where Brexit stands and potential political and economic ramifications. ... By Jon Maier, Michelle Cluver, CFA
We may be in uncharted territory here, with no precedent for a shutdown measured in months and no party willing to negotiate. By Jon Maier, Michelle Cluver
2018 started with market exuberance and ended in fear. In this report we look at what drove the market during Q4 and fiscal ... By Jon Maier, Michelle Cluver
2019 sets up to be bumpy. Investors should remember to lean on investing fundamentals in their search for long-term equilibrium. By Jon Maier
Rising interest rates, heightened geopolitical tensions, and slowing growth forecasts have created opportunities for tax loss harvesting. By Global X Research Team
It’s not everyday that the Dow Jones Industrial Average Index and the S&P 500 Index® give up their gains for the year ... By Jon Maier
More than a few market riddles face investors in the fourth quarter, the biggest of which may be identifying where we are in ... By Jon Maier
Who’s concerned about a trade war anyway? That seems to be the U.S. equity market’s take following a robust third quarter. By Jon Maier, Michelle Cluver
In the spirit of back to school season, we polled the Global X office for the team’s favorite podcasts. By Global X Research Team
A shakeup in the Global Industry Classification Standard (GICS) is set to have far-reaching implications for portfolio management. By Jon Maier
The first half of 2018 had plenty of drama, without much in terms of absolute returns. By Jon Maier
So where do we go from here? The second half is likely to be eventful with tariffs, the Fed, the yield curve, geopolitics, ... By Jon Maier
Contentious negotiations between China, as well as the US's two largest trade partners, has many investors wonder what this means for the markets. By Jon Maier
The era of easy money fueled by central bank intervention has investors searching for clues about where the market is in this protracted ... By Jon Maier
For investors, volatility can be unsettling, especially when it hasn’t been around for a while. By Jon Maier
There is nothing fundamental that suggests this is anything other than a garden variety pullback. A month of gains was lost, not a ... By Jon Maier
Though it is tempting to only look forward, I find it is important to to incorporate the learnings from what happened in the ... By Jon Maier
In 2018 (and beyond), we believe the disruption of traditional equity sectors is positioned to be a common denominator across the markets. By Jon Maier
There are six key dimensions on which to compare Passively Managed ETFs and Actively Managed Mutual Funds. By Jon Maier
Sector diversification, including through sector ETFs, can be an effective a strategy for changing market conditions. By Jon Maier
This post is the first post of a multi-part series of pieces designed to provide education around ETFs. By Jon Maier
Most Mondays we all just want to ease into the week, uneventfully. On one particular Monday, August 24, 2015, there was a less ... By Jon Maier
Heightened geopolitical tensions globally, specifically those related to North Korea, have grabbed the market's attention recently. By Jon Maier; Jay Jacobs, CFA; Rohan Reddy
Some say passive investing means doing nothing. It's not. Technically, you’ve still actively decided to do something in doing nothing. By Jon Maier
The bond market can provide valuable insights into where the equity markets may be more broadly headed. With credit spreads remaining historically ... By Jon Maier; Jay Jacobs, CFA; Rohan Reddy
In this chart, we seek to compare how credit, duration, and equity risks are being rewarded today versus their longer term averages. By Global X Research Team
In anticipation of a possible Fall debt-showdown, we looked at the performance of various asset classes for the one month period preceding the ... By Global X Research Team
In this discussion, we highlight four tax-loss harvesting strategies to consider before 2016 draws to a close. By Global X Research Team
Compared to mutual funds, ETFs tend to be more tax efficient because they have a unique method of conducting transactions that provides fund ... By Global X Research Team
In 6 months, the markets have experienced two bouts of extreme volatility. Despite these destabilizing events, most asset classes are up this year, ... By Global X Research Team
As the end of the year approaches, many investors review the performance of their portfolio holdings for opportunities for tax loss harvesting – ... By Global X Research Team
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or guarantee against a loss. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.
Information provided by Global X Management Company LLC.
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