Thematic Archives – Global X ETFs

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

Inflection Points: The Coiled Equity Spring

Despite a fragile economy, we see numerous green shoots and silver linings that could support equity markets. By Scott Helfstein, PhD

Inflation Reduction Act and CHIPS Act Likely to Build More Momentum for U.S. Infrastructure

The IRA and CHIPS Act provide production and investment incentives for disruptive technologies, which could increase demand for infrastructure development. By Alec Lucas

Recent Climate Change & CleanTech Reports Suggest Potential Large Long-Term Investment Opportunities

Three recent and notable climate change reports reaffirmed our conviction in the likely positive long-term outlooks for clean energy investment themes. By Madeline Ruid

From Stagnation to Resurgence: U.S. Industrial Production’s New Path Highlights Infrastructure, Automation, and Commodities Themes

US industrial production stagnated for decades, but a renaissance is coming. Deglobalization is fueling infrastructure development, automation, and more. By Pedro Palandrani

Legal Cannabis Sales Expected to Reach $37 Billion in 2023

Despite headwinds, worldwide legal cannabis sales are expected to grow at a brisk clip, and we see several potential catalysts for increased adoption. By Arelis Agosto

Social Media: Thriving Engagement and Low Valuations Could Potentially Drive Outperformance

Robust platform engagement, attractive valuations, and cost cutting could create an opportunity for potential outperformance in the social media space. By Tejas Dessai

New York Auto Show Recap: Electric Vehicle Innovation Prominently on Display

Electric vehicles were front and center at the auto show, as were efforts to educate consumers on charging networks and government incentives. By Madeline Ruid

Monthly Thematic ETF Commentary

Each month, Global X ETFs provides industry-level analysis of thematic investing, examines changes in assets under management, looks at fund flows, and more. By Global X Research Team

Listening to Earnings, But Hearing Implied Growth

Examining terminal growth rates, or market implied long-term growth, may help investors discover potentially attractive themes. By Scott Helfstein, PhD

Private Market Perspectives: Road to AI Supremacy Goes Through Venture Land

The rapid expansion of the generative AI landscape is a dominant theme in 2023. Despite their scale and abundant resources, even Big ... By Ido Caspi

Chile Lithium Update: Boric’s Plans Fall Short of Nationalization

On April 20, Chile’s President Gabriel Boric asserted that he would move forward with plans to nationalize the country’s lithium industry. On ... By Alec Lucas

Introducing PTEC: The Case for Property Technology

On April 13th, 2023, we listed the Global X PropTech ETF (PTEC) on the NASDAQ. PTEC is designed to provide exposure to ... By Tejas Dessai

Diabetes Management: Massive Addressable Market Spurs Innovative Solutions

The prevalence of diabetes is rapidly increasing, fueled by an aging population and climbing incidence of obesity. Given the vast amount of ... By Arelis Agosto

Monthly Thematic ETF Commentary

Each month, Global X ETFs provides industry-level analysis of thematic investing, examines changes in assets under management, looks at fund flows, and more. By Global X Research Team

Inflection Points: Credit Crunch May Not Deliver Market Punch

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

CleanTech Gets a Big Corporate Push

Many companies know the future needs to be green, so they’re accelerating their sustainability efforts to promote climate friendly operations and reduce ... By Alec Lucas & Madeline Ruid

Thematic Investing Whitepaper: Infrastructure Development

This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Infrastructure provides connection. All infrastructure, whether physical ... By Global X ETF Model Portfolio Team

Thematic Investing Whitepaper: Climate Change (Clean Energy & Resource Scarcity)

This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. Climate change threatens every walk of life, ... By Global X ETF Model Portfolio Team

Digital Economy Discovers a Potential Frontier for Growth Thanks to Generative AI

Large language models (LLMs) like GPT-3, the underlying technology behind OpenAI’s immensely popular ChatGPT, are smarter by several orders of magnitude than ... By Tejas Dessai & Mayuranki De

Monthly Thematic ETF Report

The Global X Research Team is pleased to release the February 2023 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Global Low-Carbon Hydrogen Industry Growth Taking Shape

The low-carbon hydrogen market is growing quickly as government policy support ramps up and production scales to help mitigate climate change. Low-carbon ... By Madeline Ruid

EMBD Quarterly Commentary

For the period September 30, 2022 to December 31, 2022 (the “Period”), the Global X Emerging Markets Bond ETF (the “Fund”), sub-advised ... By Global X Research Team

Inflection Points – March 2023: Beneficiaries of Innovation Beyond Big Tech

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

Assessing the Field: Exploring the Competitive Landscape of Generative AI

The competitive landscape of generative artificial intelligence (AI) is rapidly evolving and becoming increasingly crowded, as companies and research institutions invest heavily ... By Pedro Palandrani

Artificial Intelligence; Genuine Profit Opportunities: Generative AI’s Potential Winners

The advent of generative artificial intelligence (AI) has the potential to revolutionize myriad industries, making this is a trend that investors should ... By Pedro Palandrani

Generating Content and Profits: Examining the Potential Business Models of Generative AI

Generative artificial intelligence (AI) has the potential to transform many industries and revolutionize the way we live and work. As this technology ... By Pedro Palandrani

Generative AI, Explained

It’s not often we see technologies gain exponential adoption and attention in a very short time frame the same way OpenAI’s ChatGPT ... By Pedro Palandrani

Renewable Energy Poised to Drive Growth in the Power Sector

The adoption of renewable energy is accelerating, particularly wind and solar power, as governments and corporations ramp up decarbonization efforts to minimize ... By Madeline Ruid

FinTech: Offline Shoppers Stick to Digital Habits

Shoppers may be going back into stores, but they still want to pay digitally, providing a long runway for FinTech growth. By Mayuranki De

Lithium Is Key to Current and Next Generation Battery Tech

Battery technology is top of mind as demand for consumer electronics, energy storage, and especially electric vehicles (EVs) surges. EV battery chemistries ... By Alec Lucas

Inflection Points – February 2023: Mind-Bending Breakthroughs

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

Monthly Thematic ETF Report

The Global X Research Team is pleased to release the January 2023 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Ten Questions About the Disruptive Materials at the Center of the Clean Energy Transition

The world is rapidly embracing clean technologies like electric vehicles (EVs), battery energy storage systems, hydrogen fuel cells, wind power systems, and ... By Madeline Ruid & Roberta Caselli

J.P. Morgan Healthcare Conference: New Catalysts Set to Transform Patient Care

Earlier this month, Global X attended J.P. Morgan’s Healthcare Conference. The 41st iteration of the conference hosted nearly 10,000 attendees with presentations ... By Arelis Agosto

Industrial Robotics Predictors Suggest Continued Growth in 2023

2022 marked the 60th anniversary of the world’s first industrial robot. Not too long thereafter, in the early 1970s, the auto industry ... By Laura Simeonova & Pedro Palandrani

Offshore Wind Power Industry Gaining Momentum

The world’s starting to turn its gaze offshore for power. Historically, onshore projects dominate the wind power sector’s project pipeline. Currently, 93% ... By Madeline Ruid

The Shifting Paradigms of Asia’s Video Game Industry

Video games in the Asian markets boasts a global reputation. While Japan is already well-established in console gaming, South Korea has international ... By Dillon Jaghory

Another Year of Blockbuster Drug and Treatment Approvals Possible in 2023

The United States Food and Drug Administration (FDA) approved 45 new drugs in 2022.1 Though the number of approvals was the lowest ... By Arelis Agosto

Webinar Replay: Investing in Sustainably Related Themes

TRANSCRIPT: Millissa Allen: Hi everyone, and thank you for joining us for today’s webcast, Investing in Sustainably Related Themes, sponsored by Global ... By Pedro Palandrani, Alec Lucas, & Yili Wu

CES 2023 Recap – Electric Mobility and the Metaverse Make the Leap

Macroeconomic headwinds couldn’t dampen the enthusiasm for the latest developments in disruptive technology at CES 2023. We found sentiment particularly high with ... By Tejas Dessai & Pedro Palandrani

Inflection Points – January 2023: Regime Change, Recession, Reality Check

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

Tech Advancing, Unlocking Solar Power’s Growth Potential

Every hour, the Earth receives enough energy from the sun to cover the world’s entire annual energy consumption needs.1 This fact provides ... By Madeline Ruid

Infrastructure Spending Update: Progress Continues as Companies Look to 2023

The $550 billion in new spending that the Infrastructure Investment and Jobs Act (IIJA) directs toward traditional and next-generation infrastructure represents one ... By Alec Lucas

Thematic ETF Report: December 2022

The Global X Research Team is pleased to release the December 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Q&A with Adam Panayi on Electric Vehicles

Editor’s Note: All opinions expressed by Adam Panayi are solely his and may or may not reflect the opinions and beliefs of ... By Madeline Ruid & Alec Lucas

Cloud Computing Update: Zoom Out to Focus on the Big Picture

2022 was a year of macro and geopolitical shocks. The market responded to these events as one would expect – a highly ... By Tejas Dessai & Pedro Palandrani

Global X Adaptive U.S. Factor ETF (AUSF): Quarterly Report as of November 2022

We are excited to present the inaugural Global X Adaptive U.S Factor ETF (AUSF) Report. AUSF seeks to outperform traditional market capitalization ... By Yili Wu

Global X Adaptive U.S. Risk Management ETF (ONOF): November Report

We are excited to present our first monthly report for the Global X Adaptive U.S Risk Management ETF (ONOF). ONOF seeks to ... By Yili Wu

Global X ETFs Survey: America’s Financial Focus in 2023

In December 2022, Global X Research surveyed 312 individuals in the United States regarding their financial sentiments and goals going into 2023. ... By Mayuranki De

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

China Innovation ETF (KEJI): Q3 2022 Commentary

The Global X China Innovation ETF posted returns of -25.12% in Q3 2022. By comparison, the MSCI All China Index, which serves ... By Global X Research Team

Emerging Markets Bond ETF (EMBD): Q3 2022 Commentary

For the period July 1, 2022, to September 30, 2022 (the “Period”), the Global X Emerging Markets Bond ETF (the “Fund”) sub-advised ... By Global X Research Team

China Sector Outlook: Q4 2022

The Q3 2022 Global X China Sector Report can be viewed here. The report provides macro-level and sector-specific insights across the eleven ... By Dillon Jaghory

International Outlook: Q4 2022

The Q3 2022 Global X International Report can be viewed here. The report summarizes market and macroeconomic developments across our International Access ... By Dillon Jaghory

MLP Monthly Report: December 2022

The December MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and ... By Rohan Reddy

Q&A With Azeem Azhar on Climate Change

All opinions expressed by Azeem Azhar are solely his and may or may not reflect the opinions and beliefs of Global X ... By Madeline Ruid

Q&A With Luba Greenwood on Healthcare Innovation

All opinions expressed by Luba Greenwood are solely hers and may or may not reflect the opinions and beliefs of Global X ... By Arelis Agosto

Q&A With Cathy Hackl on the Metaverse

All opinions expressed by Cathy Hackl are solely hers and may or may not reflect the opinions and beliefs of Global X ... By Mayuranki De & Tejas Dessai

Thematic ETF Report: November 2022

The Global X Research Team is pleased to release the November 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

2022 Presents Potential Tax-Loss Harvesting Opportunities

2022 Recap 2022 has been a historic year for both equity and fixed income markets as a majority of global central banks ... By Chandler Nichols

Uranium Quarterly Report – Q3 2022

The Q3 Uranium Quarterly Report can be found here, offering insights on nuclear and uranium news, performance of the Global X Uranium ... By Rohan Reddy

Inflection Points – December 2022

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

MLP Monthly Report: November 2022

The November MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and ... By Rohan Reddy

Cybersecurity: Discovering Growth in a Recession

The COVID-19 pandemic was fuel for the economy’s digitization. Rapid adoption of cloud, multiplication of devices, and increase in data generation ended ... By Tejas Dessai

The Next Big Theme: November 2022

Social Media User Engagement a Positive as Digital Ad Spending Slowed Earnings reports from major social media platforms highlighted that no company ... By Mayuranki De

Thematic Investing, Explained

Director of Research Pedro Palandrani explains the two-step process behind thematic investing and how we approach launching new Thematic Growth ETFs at ...

Thematic ETF Report: October 2022

The Global X Research Team is pleased to release the October 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Lithium Market Update: Elevated Prices Are Creating Favorable Dynamics for Miners

In October 2022, prices for battery grade lithium carbonate in China hit an all-time high of $74,475 per tonne, eclipsing the record ... By Alec Lucas

Inflection Points – November 2022

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

MLP Monthly Report: October 2022

The October MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and ... By Rohan Reddy

Thematic ETF Report: September 2022

The Global X Research Team is pleased to release the September 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

The Next Big Theme: October 2022

Cybersecurity Breaches Boom, Governments Respond Australian telecommunications company Optus came under fire in September after a hacker released personal data on 9.8 ... By Mayuranki De

Climate Week NYC 2022: “Climate Is the New Beta”

Climate Week NYC 2022 recently convened climate leaders across government, business, civil society, and science under the theme of “Getting It Done.” ... By Yili Wu

How China Is Transforming the Global Lithium Industry

East Asia was always the center of gravity in the manufacturing of lithium-ion batteries, but within East Asia the center of gravity ... By Dillon Jaghory

Thematic ETF Report: August 2022

The Global X Research Team is pleased to release the August 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Is Thematic Growth a Crazy Response to High Inflation?

We consider Warren Buffett a pretty wise and successful investor. So in analyzing current investor perceptions about thematic growth, we looked at ... By Scott Helfstein, PhD & Pedro Palandrani

The Next Big Theme: September 2022

Renewable Energy & Electric Vehicles Inflation Reduction Act Paves the Way for Clean Energy The recently passed Inflation Reduction Act (IRA) creates ... By Mayuranki De

MLP Monthly Report: September 2022

The September MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and ... By Rohan Reddy

5 ETFs Poised to Benefit from the Inflation Reduction Act

By Jon Maier

Conversational Alpha®: Fintech is Revolutionizing Money

The intersection of financial services and technology, or fintech, is where many people now go to spend, lend, borrow, invest, and trade. ... By Jon Maier; Shannon Ahern, CFA

China Sector Outlook: Q3 2022

Editor’s Note: Please see the glossary at the end for all terms highlighted in sea green found in the order that they appear. ... By Dillon Jaghory

International Outlook: Q3 2022

The Q3 2022 Global X International Report can be viewed here. The report summarizes market and macroeconomic developments across our International Access ... By Dillon Jaghory

The Next Big Theme: August 2022

E-commerce E-commerce Shines a Spotlight on SMBs Small and midsize businesses (SMBs) are being cast into the limelight as government aid and ... By Mayuranki De

Social Media: The Next Chapter of Growth

Growing competition for user attention, a weaker economy, and rising inflation are all hurdles for social media companies to overcome in the ... By Tejas Dessai & Pedro Palandrani

China Innovation ETF (KEJI): Q2 2022 Commentary

The Global X China Innovation ETF posted a return of 4.68% in Q2 2022. By comparison, the MSCI All China Index, which ... By Global X Research Team

MLP Monthly Report: August 2022

The August MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and ... By Rohan Reddy

Four Companies Leading the Rise of Artificial Intelligence & Big Data

Recent technological advancements in artificial intelligence (AI) have companies diversifying their revenue streams across the value chain. Firms continue to expand their ... By Laura Simeonova & Pedro Palandrani

Inflation Reduction Act Could Provide Major Boost for Renewable Energy and CleanTech Industries

On 12 August 2022, the House passed the landmark Inflation Reduction Act (IRA), a reconciliation package that represents the United States government’s ... By Madeline Ruid

Conversational Alpha: This Isn’t Your Parents’ EV Market

The sight of charging stations for electric vehicles (EVs) in parking lots and on the streets in major cities no longer seems ... By Jon Maier; Shannon Ahern, CFA

Thematic Investing Whitepaper: Fintech (FinTech & Blockchain)

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

Thematic Investing Whitepaper: Digital Experiences (Social Media and Video Games & Esports)

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

Thematic ETF Report: July 2022

The Global X Research Team is pleased to release the July 2022 edition of the Thematic ETF Report. The report recaps Global ... By Laura Simeonova & Pedro Palandrani

SuperDividend® Report: Q2 2022

The Global X research team has posted the SuperDividend® Report for Q2, highlighting yield comparisons, performance, historical distributions, and underlying credit ratings for ... By Rohan Reddy

Thematic ETF Report: June 2022

The Global X Research Team is pleased to release the June 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Webinar Replay: Thematic Investing – The Energy Transition Accelerates

TRANSCRIPT: Natalie Noel 00:01 Hi everyone and thank you for joining us for today’s webcast, Thematic Investing: The Energy Transition Accelerates, sponsored ... By Pedro Palandrani & Alec Lucas

Short- and Long-Duration Energy Storage Essential to the Clean Energy Transition

The adoption of renewable energy is accelerating globally, particularly wind and solar power, as governments and corporations work towards meeting climate change-related ... By Madeline Ruid

ASCO Annual Meeting 2022: An Innovation Showcase in Cancer Treatment

Editor’s Note: Please hover over the terms highlighted in sea green for their definitions. The glossary at the end also includes these in ... By Arelis Agosto

The Next Big Theme: June 2022

Lithium & Renewable Energy U.S. Ramps Up Investments in Battery Tech The U.S. Department of Energy (DOE) released notices of intent to ... By Mayuranki De

Cloud Technology: Business Appears Stronger Than the Market Suggests

Recent earnings from cloud computing leaders indicate that underlying sales growth is robust and exceeding market expectations. Hyperscalers running massive datacenters are ... By Global X Research Team

Thematic ETF Report: May 2022

The Global X Research Team is pleased to release the May 2022 edition of the Thematic ETF Report. The report recaps Global ... By Global X Research Team

Four Companies Sustaining Water Supplies

More than 3.5 billion people currently experience water scarcity, and 10% of the global population lives in countries that the United Nations ... By Alec Lucas

Cybersecurity in Israel: Fortifying Digital Defenses Amid Elevated Risks

Israel is at the center of the global cybersecurity ecosystem. Spurred by record funding in 2021, we view Israeli cybersecurity as well-positioned ... By Dillon Jaghory

Liquid Biopsy: A Pathway to Earlier and Less Invasive Cancer Detection

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 in ... By Arelis Agosto

The Digital Shift and the Consolidation in Data Center and Digital Infrastructure Assets

Data center and cellular tower REITs form the backbone of the digital and wireless technologies that we use every day. And they ... By Laura Simeonova & Pedro Palandrani

The Next Big Theme: May 2022

Metaverse The Virtual Dimension Starts to Take Shape Consumer engagement with the metaverse is increasing. Nvidia’s Omniverse now has over 50,000 individual ... By Mayuranki De

Thematic ETF Report: April 2022

The Global X Research Team is pleased to release the April 2022 edition of the Thematic ETF Report. The report recaps Global ... By Laura Simeonova & Pedro Palandrani

Introducing VR: The Case for the Metaverse

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

Social Commerce: Finding Growth at the Crossroads of Social Media & E-commerce

How does the social commerce phenomenon leverage social networking to completely transform the e-commerce landscape? By Mayuranki De

China Innovation ETF (KEJI): Q3 2021 Commentary

The Global X China Innovation ETF (KEJI) returned -17.09% during Q3 2021. In comparison, the MSCI All China Index which serves as ... By Global X Research Team

Five Keywords for China’s Singles’ Day

After a year of significant regulatory shifts, Singles’ Day will be a good indicator of the future of Chinese e-commerce and consumption patterns. By Dillon Jaghory

Japan’s Robot Dominance

Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable ... By Dillon Jaghory

Global X ETFs Survey: U.S. Opinions on Recreational Cannabis

In May 2021, we surveyed 557 U.S. respondents regarding their opinions towards recreational cannabis. 2020 was a landmark year for the state-level ... By Global X Research Team

China Innovation ETF (KEJI): Q2 2021 Commentary

The Global X China Innovation ETF returned 13.39% during Q2 2021. In comparison, the MSCI All China Index which serves as the ... By Global X Research Team

CleanTech: It’s All About Scale

For promising new clean technologies, achieving greater scale is critical to becoming economically viable. By Global X Research Team

Sustainably-Themed Investing: Affecting Positive Change Through Disruption

Against the backdrop of a global pandemic that impacted most facets of society in an unprecedented fashion, two investment areas shone through ... By Warner Wen

Webinar Replay: Themes for the New Normal Economy

In this webcast, we discuss the disruptive themes that are poised to accelerate in the post-pandemic world. By Pedro Palandrani

Emerging Markets Set Up for Growth in 2021

In this piece, we delve into factors driving emerging markets in 2021, making them an attractive area in both debt and equity asset ... By Global X Research Team

Webinar Replay: Emerging Technologies in Emerging Markets

Please scroll to the end of this page to see relevant ETF holdings. This information is not intended to be individual or ... By Global X Research Team

Introducing the Global X China Innovation ETF (KEJI)

On February 24, 2021, we introduced the Global X China Innovation ETF (KEJI) on Nasdaq. By Global X Team

Myth-Busting Six Misconceptions about Thematic Investing

In this piece, we seek to respond to six commonly held misconceptions about thematic investing. By Global X Research Team

Q&A with CTA’s Brian Comiskey on the Rise of Internet & E-Commerce Companies in the Emerging Markets

Our Q&A offers CTA’s perspective on some of the powerful trends in internet & e-commerce companies and their outlook for the coming years. By Global X Research Team

Introducing the Global X Emerging Markets Internet & E-commerce ETF (EWEB)

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

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