Global X

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical late cycle environment, but with a few extra complications from the war in Ukraine. Europe’s growing energy crisis has...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. Together, they create a typical late cycle environment, but with a few extra complications from the war in Ukraine. Europe’s growing energy crisis has...

Quality has grown in importance as reduced demand expectations and lower consumer sentiment weigh on the macro outlook. The term ‘quality’ can either mean a healthy balance sheet, consistency in earnings growth, high cash levels, or a combination of all. We believe that cash flow and...

E-commerce E-commerce Shines a Spotlight on SMBs Small and midsize businesses (SMBs) are being cast into the limelight as government aid and established commerce platforms lend a helping hand. Last month, India introduced the rollout of their Open Network for Digital Commerce (ONDC) across 100...

Growing competition for user attention, a weaker economy, and rising inflation are all hurdles for social media companies to overcome in the near term. Another hurdle is the resultant market skepticism. However, we believe that there’s more to the social media story as platforms shift their...

Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank unexpectedly cut interest rates. However, the 10-basis point (bp) cut is unlikely to reverse plummeting consumer and business...

In August 2022, we surveyed 310 individuals in the U.S. on their attitudes towards and familiarity with the digital assets space. The purpose of the survey was to see how much the average investor knew about digital assets and their willingness to invest within the sector. Topics ranged from...

The Global X China Innovation ETF posted a return of 4.68% in Q2 2022. By comparison, the MSCI All China Index, which serves as the benchmark for KEJI returned 2.90% over the same period. In this piece, KEJI’s portfolio managers discuss how China’s changing market conditions affected...

The Global X China Innovation ETF posted a return of 4.68% in Q2 2022. By comparison, the MSCI All China Index, which serves as the benchmark for KEJI returned 2.90% over the same period. In this piece, KEJI’s portfolio managers discuss how China’s changing market conditions affected...

The August 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 well...

Recent technological advancements in artificial intelligence (AI) have companies diversifying their revenue streams across the value chain. Firms continue to expand their AI solutions, with global private investment in AI more than doubling in 2021 to $93.5 billion as compared to 2020.1 ...

This piece is part of a larger whitepaper, Investing in Thematics From a PM Perspective. In 1996, Bill Gates published an essay entitled “Content is King” in which he detailed how content would capture the lion’s share of profits created by the burgeoning internet. His view...

In this informative Q&A session, we had the opportunity to speak with Chart Industries CEO, Jillian Evanko, about the energy transition and Ms. Evanko’s thoughts on energy solutions for the future. For a full transcript of the Q&A, please read below. The energy transition is a big...

Smart contracts’ value proposition is well-founded, as we discussed in our previous blog post Exploring the Disruptive Potential of Smart Contracts. They bring programmability to a value transfer infrastructure and have low-cost, fast, secure, and trustless properties. Despite being a...

The Global X Research Team is pleased to release the July 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 at...