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. House View Global Macro Federal Reserve (...

The Federal Reserve’s July FOMC meeting potentially tilted the market’s focus from interest rate sensitivity to economic growth sensitivity. Therefore, the prospect of slower interest rate rises has significant implications for market positioning. We maintain our view that inflation...

For the period March 31, 2022, to June 30, 2022 (the “Period”), the Global X Emerging Markets Bond ETF (the “Fund”) sub-advised by Mirae Asset Global Investments (USA) LLC posted a loss of 10.04% (including distributions paid to unitholders). This performance compares to a...

In July 2022, we surveyed 276 individuals in the U.S. on macroeconomic concerns to see how they attune to investments in the income sector. The purpose of the survey was to see how the average respondent felt about current economic issues and the way these outlooks translated into investment...

As interest rates continue to rise off historically low levels, a key concern for income investors is how to generate income while also minimizing principal losses on their investments. A common approach is to pare back on fixed-rate securities, which tend to have more interest rate sensitivity,...

The July 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....

Distributed ledger technology has the potential to solve some of the most prominent problems in the global economy, such as providing financial services to the 1.7 billion people that comprise the global unbanked population.1 However, the largest blockchains are not accessible for low-income...

Given the current macroeconomic environment, where the most significant topics include discussions on inflation, policy rates, real GDP (rGDP), and the Fed Funds Rate, we thought it would be valuable to visit the relationship that connects all these variables together. The Taylor Rule is a way to...

In June 2022, we surveyed 263 individuals in the U.S. on their knowledge and perception of disruptive materials. The purpose of the survey was to gauge general knowledge of disruptive materials and their applications in cutting-edge technology. Topics ranged from thoughts on supply chain challenges...

It appears the hawks and bears may have scared away the doves and bulls, at least in the short term. In the first half of 2022, surging inflation, and expectations for accelerated Federal Reserve (Fed) interest rate hiking dominated market sentiment, and market returns showed it. In the second half...

In a world where most of the infrastructure behind processes, applications, and agreements relies on centralized entities, smart contracts are a novel concept that fosters trust and removes the need for an intermediary between parties. We believe that these attributes give smart contracts the...

The adoption of renewable energy is accelerating globally, particularly wind and solar power, as governments and corporations work towards meeting climate change-related emissions reduction targets and boosting energy security. The International Energy Agency (IEA) forecasts renewables capacity...

Lithium & Renewable Energy U.S. Ramps Up Investments in Battery Tech The U.S. Department of Energy (DOE) released notices of intent to provide $2.91 billion to help ramp up production of advanced batteries.1 The DOE views batteries for electric vehicles (EVs) and clean energy storage as...

Nuclear power is a clean, efficient, and essential source of electricity used to meet the world’s growing energy demands. Nuclear power can produce electricity at a greater scale while minimizing greenhouse gas emissions. This helps countries expand their electricity grid and usage, while...

Recent earnings from cloud computing leaders indicate that underlying sales growth is robust and exceeding market expectations. Hyperscalers running massive datacenters are aggressively investing in building capacity in anticipation of an imminent boom in demand. Industry analysts like Gartner...