Global X

  A number of years ago, I began compiling an annual list of major geopolitical risks that could prove relevant to the market in the year ahead, with the operative word being “could.” The piece is not a forecast of what’s to come, but rather an exploration of issues that may...

The November MLP Monthly Report can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and fundamental drivers. The latest quarterly MLP Insights piece providing analysis into the midstream space can be found here as...

Expectations surrounding central bank policy and the value of the US dollar are key to investor sentiment in the final stretch of 2022. Inflation remains elevated and economic growth expectations are subdued, but shifts away from excess pessimism may start presenting opportunities beyond the U.S...

The COVID-19 pandemic was fuel for the economy’s digitization. Rapid adoption of cloud, multiplication of devices, and increase in data generation ended up straining existing systems, exposing gaps in enterprise defenses. Parallelly, cyberattacks saw a broad uptick worldwide. Both factors...

Social Media User Engagement a Positive as Digital Ad Spending Slowed Earnings reports from major social media platforms highlighted that no company is immune to the slowdown in digital advertising spend amid recessionary concerns. Alphabet Inc. reported that YouTube ad revenue slid roughly 2% year...

On November 22nd, we listed the Global X Information Technology Covered Call & Growth ETF (TYLG), the Global X Financials Covered Call & Growth ETF (FYLG), and the Global X Health Care Covered Call & Growth ETF (HYLG). TYLG, FYLG, and HYLG are the latest additions to...

Geopolitical risks declined somewhat as the U.S. and China resumed dialogue at the G20 summit in Bali. Presidents Biden and Xi Jinping seem to be working on finding common ground, which could lead to healthier competition on technology. The drop in the U.S. dollar coupled with a declining risk-off...

An increasingly popular approach to investing in asset classes is via passive portfolios with rules to tilt toward particular characteristics, known as factor investing. Factors like quality and dividend yield can be useful in explaining portfolio risk and return, and when used as a portfolio...

In 2022, gold price volatility is higher than it’s been the last few years due to the shifting economic environment and global macro uncertainty. Given the contrasting forces of hawkish monetary policy against persistent inflation, for most of the year we have noted a decoupling of gold from...

The Global X Research Team is pleased to release the October 2022 edition of the Thematic ETF Report. The report recaps Global X’s classification system for disruptive themes and the thematic ETFs that track them. It also provides industry-level analysis of thematic investing ETFs, looking...

In October 2022, prices for battery grade lithium carbonate in China hit an all-time high of $74,475 per tonne, eclipsing the record set just a month prior.1 Lithium pricing trends are deeply rooted in the transportation segment’s ongoing shift toward electrification. In recent years...

Climate Week NYC 2022 recently convened climate leaders across government, business, civil society, and science under the theme of “Getting It Done.” The event, now in its 14th year, covered a wide swathe of topics, including energy, nature, transport, environmental justice, food, and...

The consensus method is arguably the most crucial building block of distributed ledger networks because it defines how individuals reach agreement in a global and permissionless system. A key component of consensus is the Sybil resistance mechanism, as it protects the network against attacks. Proof...

On October 5th, we launched the Global X Russell 2000 Covered Call & Growth ETF (RYLG). RYLG is the latest addition to Global X’s covered call ETF suite, which is designed to offer investors both income and upside potential (though some may cap that potential). RYLG is the third fund...

Macroeconomic shifts have stirred global markets this year, and the U.S. is no exception. Tighter monetary policy in response to higher inflation and Russia’s war in Ukraine have triggered a flight to safety, boosting the U.S. dollar and devaluing risk assets. We expect macro headwinds will...