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Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions. By Scott Helfstein, PhD
We see four themes that may benefit from the current macro, fundamental, and geopolitical backdrops: AI, U.S. infrastructure, cybersecurity, and healthcare. By Scott Helfstein, PhD
We see multiple angles to the artificial intelligence investment theme, including cloud computing, chip/sensor companies, and commercial adoption. By Scott Helfstein, PhD
The economy has been resilient, but given potential challenges, we think it’s important to stay flexible and diversified with quality positioning. By Global X Team
We believe investors have reasons for optimism in the second half of 2023 and beyond, supported by AI and a potential innovation ... By Scott Helfstein, PhD
A mild recession is likely looming, but several structural factors could make it rather unique, potentially upending investors’ traditional downturn playbook. By Jon Maier; Michelle Cluver, CFA
Despite a fragile economy, we see numerous green shoots and silver linings that could support equity markets. By Scott Helfstein, PhD
Examining terminal growth rates, or market implied long-term growth, may help investors discover potentially attractive themes. By Scott Helfstein, PhD
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
The market’s mood hung on every syllable from the Federal Reserve (Fed) in 2022, and 2023 may rhyme. Different for the Fed ... By Global X Team
Recession fears and an accelerated Federal Reserve (Fed) interest rate hiking trajectory weighed on markets during the second quarter, resulting in the ... By Jon Maier; Michelle Cluver, CFA
It appears the hawks and bears may have scared away the doves and bulls, at least in the short term. In the ... By Michelle Cluver, CFA; Jon Maier
After the Federal Reserve (Fed) raised the fed funds target rate by 50 basis points (bps) in May, most market participants focused ... By Global X Team
This has been a tough earnings season for certain sectors of the S&P 500 Index. This earnings season provided investors insight on ... By David Beniaminov; Jon Maier; Michelle Cluver, CFA
Inflation and rising interest rates create an uphill journey for the consumer and the economy. U.S. real disposable income has been declining ... By Jon Maier; Michelle Cluver, CFA
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
2022 is off to a rocky start with inflation, economic growth and the trajectory for higher policy interest rates remaining center stage. ... By Global X Team
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