Thoroughly researched perspectives and commentary on the trends shaping global markets. Subscribe to Updates →
Exploring a range of subjects as diverse as our product lineup.
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
Click here to download Investing in Tomorrow: A Whitepaper on Thematic Investing By Global X Research Team
On April 28th, 2022, we listed the Global X Metaverse ETF (VR) on Nasdaq. VR is designed to provide exposure to companies ... By Pedro Palandrani
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Electronic and autonomous vehicles (EV/AVs) highlight the ... By Global X CIO Model Portfolio Team
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. A constant throughout history is that humans ... By Global X CIO Model Portfolio Team
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
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 causal relationship between human activities and rising greenhouse gas (GHG) emissions and temperatures is “unequivocal,” according to the Intergovernmental Panel on ... By Global X Research Team
Food systems are struggling to contend with mounting threats presented by the pandemic, unfavorable commodity pricing, warfare, labor shortages, and worsening climatic ... By Alec Lucas
Editor’s Note: Hover over terms in sea green for a pop-out glossary definition. Full glossary also included at the end with terms listed ... By Dillon Jaghory
On April 13th 2022, we listed the Global X Green Building ETF (GRNR) on Nasdaq. GRNR is designed to provide exposure to ... By Global X Research Team
The Global X research team is pleased to release the March 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team
The transition from landline phones to the mobility that 1G wireless technology offered was a massive leap. But in our view, the ... By Mayuranki De
Europe is on the front lines of the Russo-Ukrainian war, which continues to disrupt global supply chains that have yet to recover ... By Morgane Delledonne
This piece is part of a larger whitepaper, Investing In Thematics From a PM Perspective. Connectivity creates opportunities, and we expect the ... By Global X CIO Model Portfolio Team
This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Perhaps no investment theme has been more ... By Global X CIO Model Portfolio Team
Autonomous Vehicle (AVs) technology has improved dramatically in recent years, supported by large investments by auto manufacturers, original equipment manufacturers (OEMs), and ... By Laura Simeonova, Pedro Palandrani
We expect the cat-and-mouse game between organizations, consumers and the cybercriminals who covet their data to intensify this year. The latest concern ... By Pedro Palandrani and Alec Lucas
The Global X Renewable Energy Producers ETF (RNRG) tracks the Indxx Renewable Energy Producers Index and provides efficient access to dozens of ... By Alec Lucas
How does the social commerce phenomenon leverage social networking to completely transform the e-commerce landscape? By Mayuranki De
Erik is a Professor and the Director of the Stanford Digital Economy Lab, who contributed his perspectives to our Charting Disruption 2022 ... By Global X Research Team
Ramez is a CleanTech energy investor and author, who contributed his perspectives to our Charting Disruption 2022 Outlook. This interview with Ramez ... By Global X Research Team
Research Analyst Pedro Palandrani explores the outlook for electric vehicle (EV) demand and how battery technology and lithium production should be catalysts ...
Achieving net-zero emissions is among the most pressing & globally shared objectives of the 21st century. Hydrogen is key to these plans. By Global X Research Team
AgTech and Food Innovation are playing central roles in facilitating the shift to more sustainable production and consumption patterns. By Global X Research Team
On July 14th, 2021, we listed the Global X Blockchain ETF (BKCH) on Nasdaq. BKCH seeks to invest in companies that are ... 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, Andrew Little
The Global X research team is pleased to release the Q2 2021 edition of the Thematic ETF Report. By Pedro Palandrani
The COVID-19 pandemic disrupted global supply chains and reveled their fragility. Looking deeper into the current supply chain constraints is important for ... By Jon Maier; Michelle Cluver, CFA
Research Analyst Pedro Palandrani discusses the acceleration in video games and esports engagement and why he believes this is just the beginning ...
For promising new clean technologies, achieving greater scale is critical to becoming economically viable. By Global X Research Team
The electric vehicle supply chain is reaching an inflection point as the shift away from internal combustion engines accelerates. By Pedro Palandrani
In this webcast, we discuss the disruptive themes that are poised to accelerate in the post-pandemic world. By Pedro Palandrani
Among many things, the pandemic exposed the underlying vulnerabilities of global supply chains. This is certainly the case for the semiconductor industry, ... By Global X Research Team
Sometimes it’s easy to forget just how disruptive of a technology electricity was. Once that first lightbulb went on and commercial applications ... By Jon Maier; Michelle Cluver, CFA
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little
Thematic investments that target specific areas that could thrive in New Normal Economy may be well-positioned for multi-year growth. By Jay Jacobs, Morgane Delledonne & Pedro Palandrani
Looking back at Q1 2021 trends in CleanTech & Renewables, U.S. Infrastructure, Cannabis, FinTech, & more. By Global X Research Team
Telemedicine and digital health became critical during the pandemic. Yet, the transition to value-based healthcare points to a bright future. By Pedro Palandrani
The Global X research team is pleased to release the Q1 2021 edition of the Thematic ETF Report. By Pedro Palandrani
As pivotal and successful as 2020 was, we believe that it was just part of the industry’s growth journey, and not its ... By Pedro Palandrani
FinTech’s scope continues to increase. As it grows, we believe investors should broaden their view of FinTech. By Pedro Palandrani
In this piece, we seek to respond to six commonly held misconceptions about thematic investing. By Global X Research Team
Our Q&A offers CTA’s perspective on some of the powerful trends in internet & e-commerce companies and their outlook for the coming ... 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
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little
A look at four companies in the rapidly emerging field of Cybersecurity. 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, Andrew Little
The Global X research team is pleased to release the Q4 2020 edition of the Thematic ETF Report. By Pedro Palandrani
Looking back at Q4 2020 trends in CleanTech, Genomics, FinTech, EVs, Cannabis, Cloud Computing, and more. 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, Andrew Little
The four companies highlighted here represent key aspects of the growing and evolving lithium and battery technology ecosystem By Pedro Palandrani
With widespread internet connectivity we now live in a digital world where many of the world’s leading companies derive their value from ... 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, Andrew Little
On November 11th, 2020, we introduced the Global X Emerging Markets Internet & E-commerce ETF (EWEB) on Nasdaq. Read more here. By Global X Team
Big Tech’s influence is just as big as it is controversial. What comes next for the information economy? By Jon Maier
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
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani, Andrew Little
In this piece, we explore the powerful IoT use-cases implemented during the COVID-19 pandemic and how they might drive the theme’s growth. By Global X Team
In this webcast, the Global X research team explores how the Re-Opening Economy both drives and benefits thematic areas. By Pedro Palandrani
The Global X research team is pleased to release the Q3 2020 edition of the Thematic ETF Report. By Pedro Palandrani
Amid uncertainty, a handful of groundbreaking technologies are playing critical roles in promoting safety while maintaining flexibility. By Global X Research Team
On 9/24, we introduced CHB, which invests in companies at the leading edge of the emerging biotech industry in China. 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, Andrew Little
Despite the seemingly near ubiquity of e-commerce, a new era of growth is arriving driven by new categories, consumers, and technologies. 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 Andrew Little, Pedro Palandrani
For EVs to successfully achieve their full potential, the entire supply chain must be carefully calibrated to meet rising EV demand. By Pedro Palandrani
In this piece, we explore genomics’ critical role in addressing the COVID-19 pandemic at-hand, and more. By Global X Team
In this webcast, the Global X research team explores how the stay-at-home economy both drives and benefits thematic areas. By Global X Team, Pedro Palandrani
Pedro Palandrani, Research Analyst at Global X ETFs, examines where technology is disrupting traditional economic sectors and how investors might plan for ...
Pedro Palandrani, Research Analyst at Global X ETFs, explains why we developed our classification system for thematic investing and how it may ...
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Andrew Little, Pedro Palandrani
Beyond simply playing a game, the four companies we highlight here exemplify the ongoing transformation of the industry. 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
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
Introducing, the inaugural release of our quarterly thematic flipbook: Charting Disruption. By Global X Team
In this webcast, the Global X research team discusses 5G and the Internet of Things (IoT) By Pedro Palandrani
Research Analyst, Pedro Palandrani, discusses the rise of 5G, cloud computing, and robotics — and what they might mean for the future ...
As the Internet of Things brings millions of devices online, it also introduces new types of risks and vulnerabilities. By Pedro Palandrani
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Andrew Little, Pedro Palandrani
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, Andrew Little
In the following, we explore the cloud ecosystem's distinct segments, identifying key trends and investment rationales for investors. By Global X Team
Read why Emerging markets (EM) are fertile ground for financial technology (FinTech) to disrupt the financial services industry By Global X Team
Millennials, defined as those born roughly between 1980-2000, are about to see the oldest of this age group turn 40, with the ... By Pedro Palandrani
With most of the internet-connected world already on social media, these platforms now focus on maximizing the revenue generated from each user By Pedro Palandrani
An update on Thematic Growth valuation analysis based on Price-to-Sales-to-Growth metrics and more. By Pedro Palandrani
In this piece, we look at how exogenous risks such as trade conflicts and, now, the COVID-19 crisis have companies rethinkink their ... 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
Introducing Theme Lab, a new boots-on-the-ground research series from Global X ETFs. By Andrew Little, Pedro Palandrani
In this piece, we explore what the 2020 console upgrade cycle means for the industry and how cloud gaming may support positive ... 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, Andrew Little
In this piece, we review major innovations over the last decade and anticipate what revolutionary changes may be in store for us ... By Pedro Palandrani
In this piece, we seek to explain the basics of lithium, current developments, and how investors can access this key material in ... By Pedro Palandrani
In this piece, we share our highlights from CES and elaborate on the trends that are reshaping technology in 2020. By Jay Jacobs, CFA, 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
In this webcast, the Global X research team discusses the latest research on disruptive themes.
While attempting to accurately time a recession can be a futile exercise, adequate preparation can help investors weather the eventual storm. 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
For this post, we interviewed Joe Lowry, also known as “Mr. Lithium,” to get his unique insights and views of the lithium ... 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
In this piece, we analyze the global video game ecosystem and its growth prospects as a disruptive theme in digital content. By Pedro Palandrani
On October 29th, 2019, the Global X Cybersecurity ETF (BUG) began trading on NASDAQ. BUG seeks to invest in companies that could ... By Pedro Palandrani
As powerful macro-level themes begin to accelerate, a new set of companies are likely to eventually rise to the top of each ... By Global X Research Team
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
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
In this piece, we look the at the recent progress and advances made in conversational AI, and provide some examples of its ... 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
In this piece, we look at the current state of Big Tech regulation and explore various policy approaches. By Jay Jacobs, CFA Pedro Palandrani Chelsea Rodstrom Rohan Reddy
Read this month's edition of The Next Big Theme: A regular pulse on disruptive trends by Global X ETFs. By Pedro Palandrani
In this piece, we explore some of the key drivers and developments in the FinTech space that are propelling this disruptive theme. 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
Despite the intense interest in disruptive technologies, how commonplace are these game changing products in our every day lives? By Global X Research Team
Technological advancements are enabling robotics and artificial intelligence (AI) to play an increasingly impactful role By Pedro Palandrani
Take an interactive course on thematic investing - eligible for 1.0 hour of CE credit. 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 Internet of Things (IoT) is ripe to transform many sectors of the global economy, receiving a powerful tailwind from the launch ... By Pedro Palandrani
To better understand which segments may be the biggest beneficiaries of the 5G rollout, we examined the historical evolution of 4G for ... By Global X Research Team
In this post, we analyze EVs, batteries, and lithium demand to better understand the current and future state of this industry. By Pedro Palandrani
Not too long ago many described IT as a back-office function. Yet in today’s hypercompetitive markets, effectively leveraging technology is critical to ... By Global X Research Team
In this post we highlight four companies that are representative of the key segments of the genomics industry. By Global X Research Team
This piece offers a deep-dive into the specific technologies and scientific practices shaping genomics. By Global X Research Team
We explore the short- and long-term demand catalysts for the rapidly emerging field of genomics. 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
We interviewed Pedro Uria-Recio, Vice President and Head of Axiata Analytics at Axiata Group. Axiata Group is a leading telecommunications and digital ... By Michael Hoffmann
Imagine waking up in the year 2030. While getting ready for work, your smart home heats up some coffee and picks an ... By Michael Hoffmann
CES showed us that The future of technology is invisible data: how its collected, processed, and ultimately utilized. By Devan O'Dowd
In this blog post, we seek to define 5G, explore how it will develop over time, and illustrate its importance to the ... By Michael Hoffmann
While BOTZ’s performance suffered in 2018, we remain as confident as ever in the long-term growth prospects for the global robotics industry. By Global X Research Team
Changing consumer preferences and disruptive technologies are combining to make e-commerce a particularly compelling theme. By Global X Research Team
It’s not uncommon to wonder why we haven't invented a better battery yet. In this post, we explore the factors that go ... By Global X Research Team
I recently found an “Emerging Themes Report” dating back to 2012 and revisited these predictions to see how many held up over ... By Global X Research Team
We recently attended the RoboBusiness Conference and boiled it down to three key trends taking place in the robotics industry today. By Global X Research Team
We highlight four companies that represent key areas of the FinTech industry targeted by the Global X FinTech ETF (FINX) By Global X Research Team
In our 3rd annual survey of affluent investors, we explore how affluent investors use cutting edge technology in their lives each and ... By Global X Research Team
In this piece, we look at the major trends that are propelling FinTech’s growth. By Global X Research Team
On May 15th, the Global X Future Analytics Tech ETF (AIQ) began trading on Nasdaq. AIQ is the 7th ETF in Global X’s Thematic Tech suite of ... By Global X Research Team
The replay of our webinar, “Looking Ahead with Thematic Investing” is now available.
Autonomous and electric vehicles appear poised to trigger the transportation industry’s largest shakeup in over a century. By Global X Research Team
Robotics and artificial intelligence (AI) are disrupting traditional paradigm, as well as our daily lives. By Jon Maier
Lithium prices stabilized in December despite end-market pressures; Benchmark Lithium Price Index finished year up 29%. By Global X Research Team
After exploring endless rows of booths and attending panels of experts, we wanted to share our key takeaways from this year’s event. By Global X Research Team
In this post, we dig into how disruptive one-off shifts tend to emerge and expand upon the characteristics of structural themes. By Global X Research Team
Check out our timeline on electric vehicles. By Global X Research Team
We took a deeper dive into the companies leading in four categories targeted by the Global X Robotics and Artificial Intelligence ETF By Global X Research Team
It was always a big deal to me. And I imagine I’m not alone in feeling this way. The smile that comes ... By Jon Maier
We distinguish between two fundamentally different types of themes, structural and cyclical themes, given their different characteristics. By Global X Research Team
In this piece, we seek to address three key questions relating to electric vehicles, lithium, and batteries. By Global X Research Team
Many consider thematic investing to be a growth-oriented strategy, seeking to benefit from the emergence of powerful structural trends. Yet investors may ... By Global X Research Team
Artificial intelligence (AI) is rapidly becoming ubiquitous in everyday life. As this technology continues to advance in capability and prevalence, we sought ... By Global X Research Team
In 2010, the case for investing in lithium largely revolved around the growth of consumer electronics, especially smart phones. The new x-factor ... By Global X Research Team
Affluent Gen X’ers and Millennials are looking for financial advice, and to prepare for the significant generational wealth transfer from the Baby ... By Global X Research Team
Recent technological advancements in robotics and artificial intelligence (AI) are disrupting a range of industries from manufacturing, to health care, defense, and ... By Global X Research Team
The Internet of Things (IoT) describes a growing network of connected “things” that contain sensors, chips, processors and the ability to interact ... By Global X Research Team
Financial technology, or FinTech, allows businesses and ordinary people to leverage new technologies for the management of their financial affairs. In this ... By Global X Research Team
In this chart, we show the robot density for major manufacturing countries compared to their costs of labor. By Global X Research Team
We asked a robot article generator to be a “guest blogger” and write a few hundred words given only the prompt “Robotics ... By Global X Research Team
On October 19th, we had the opportunity to join a number of lithium industry insiders who gathered to attend a conference hosted ... By Global X Research Team
Despite signs of a maturing industry – namely slowing user growth and increasing mergers and acquisitions – social media remains one of ... By Global X Research Team
Robotics and Artificial Intelligence are revolutionizing cars, investing, defense, and manufacturing. Check out our infographic on Robotics and Artificial Intelligence, which helps ... By Global X Research Team
The growth of the financial technology industry, or FinTech, is rapidly changing how people invest, take out loans, lend, fund early stage ... By Global X Research Team
Devices around the world are getting smarter. From washer machines to cars, objects are connecting to the internet, making them remotely controllable ... By Global X Research Team
What is Thematic Investing? Thematic investing refers to the process of identifying powerful macro-level trends and the underlying investments that stand to ... By Global X Research Team
For this blog post, we’re featuring the insights from Stash on the Global X Social Media ETF (SOCL). Nearly 80% of US ... 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.
日本語
한국어
Español
中文
עִברִית
ภาษาไทย
China
View all posts with audio
888-493-8631
Leave us a note