Inflection Points: The Fed vs. the Innovation Economy
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions. By Scott Helfstein, PhD
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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
Novel therapeutic agents can differentiate themselves via a host of factors, which can also have notable implications on potential revenue opportunities. By Global X Team
Growing attacks and the advent of Generative AI will likely present new growth opportunities for the cybersecurity theme in 2024. By Global X Team
Drug development is key to pharmaceutical industry success, and it’s crucial for investors to understand a drug’s lifecycle to navigate this dynamic ... By Global X Team
Increasing EV adoption has boosted development of the entire value chain. We highlight four key players in the lithium and battery space. By Global X Team
Recent technological breakthroughs and decreasing production costs make mass production and adoption of humanoid robots more of a reality than ever. By Global X Team
As wind and solar power industries mature, recycling will likely become an important focus that can create opportunities and alleviate supply-chain risks. By Madeline Ruid
Genomic medicines already have favorable risk/reward profiles, and improved manufacturing processes could cut costs and increase adoption. By Arelis Agosto
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
AI is poised to render longstanding healthcare inefficiencies a thing of the past, potentially paving the way for lower costs and better ... By Arelis Agosto
We may be witnessing a turning point for cloud computing companies, driven by improving fundamentals and the growing importance of generative AI. By Tejas Dessai
Healthcare innovation fueled by genomics, telemedicine, and AI's potential, presents compelling opportunities for investors. By Global X Team
Since its passage in August 2022, the Inflation Reduction Act has been instrumental in boosting cleantech growth prospects in the United States. By Madeline Ruid
An aging population increases demand for advanced and affordable healthcare, creating long-term investment opportunities in genomics and telemedicines. By Global X Team
Lithium is a key raw material in battery technology, but our trip to Chile revealed that not all lithium resources are created ... By Trevor Yates, Alec Lucas and Pedro Palandrani
We see multiple angles to the artificial intelligence investment theme, including cloud computing, chip/sensor companies, and commercial adoption. By Scott Helfstein, PhD
The structural readjustment of supply chains and the generative AI boom could create exciting new opportunities for Japanese robotics companies. 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
Artificial intelligence may be revolutionary, but it’s not possible without specialized hardware, creating a large potential opportunity for chipmakers. By Global X Team
Inefficiencies in the healthcare space could potentially create a large opportunity for companies using modern tech to cut costs and improve patient ... By Global X Team
Consumer use of the Metaverse tends to capture the headlines, but industrial applications likely represent a potential near-term revenue opportunity. By Global X Team
Despite a fragile economy, we see numerous green shoots and silver linings that could support equity markets. By Scott Helfstein, PhD
The IRA and CHIPS Act provide production and investment incentives for disruptive technologies, which could increase demand for infrastructure development. By Tejas Dessai
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
US industrial production stagnated for decades, but a renaissance is coming. Deglobalization is fueling infrastructure development, automation, and more. By Pedro Palandrani
Despite headwinds, worldwide legal cannabis sales are expected to grow at a brisk clip, and we see several potential catalysts for increased ... By Arelis Agosto
Robust platform engagement, attractive valuations, and cost cutting could create an opportunity for potential outperformance in the social media space. By Global X Team
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
Examining terminal growth rates, or market implied long-term growth, may help investors discover potentially attractive themes. By Scott Helfstein, PhD
The rapid expansion of the generative AI landscape is a dominant theme in 2023. Despite their scale and abundant resources, even Big ... By Global X Team
In December 2022, Global X Research surveyed 312 individuals in the United States regarding their financial sentiments and goals going into 2023. ... By Global X Team
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 Global X Team
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
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
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
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
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 Global X Team
The competitive landscape of generative artificial intelligence (AI) is rapidly evolving and becoming increasingly crowded, as companies and research institutions invest heavily ... By Global X Team
The advent of generative artificial intelligence (AI) has the potential to revolutionize myriad industries, making this is a trend that investors should ... By Global X Team
Generative artificial intelligence (AI) has the potential to transform many industries and revolutionize the way we live and work. As this technology ... By Global X Team
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 Global X Team
Consumers may be going offline and back into stores to shop, but when they do, they want to go digital to pay. ... By Global X Team
Battery technology is top of mind as demand for consumer electronics, energy storage, and especially electric vehicles (EVs) surges. EV battery chemistries ... By Global X Team
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
Entenda mais sobre a estratégia de Cibersegurança e o seu mercado com a B3 e a Global X ETFs Brasil Saiba como ...
2022 was a year of macro and geopolitical shocks. The market responded to these events as one would expect – a highly ... By Global X Team
The following is part 2 in 3-part blog series on the global cannabis industry. This part takes the pulse of existing cannabis ... By Global X Team
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 Global X Team
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
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
On 12 August 2022, the House passed the landmark Inflation Reduction Act (IRA), a reconciliation package that represents the United States government’s ... By Global X Research Team
The adoption of renewable energy is accelerating globally, particularly wind and solar power, as governments and corporations work towards meeting climate change-related ... By Global X Team
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 Global X Team
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 Team
More than 3.5 billion people currently experience water scarcity, and 10% of the global population lives in countries that the United Nations ... By Global X Team
Israel is at the center of the global cybersecurity ecosystem. Spurred by record funding in 2021, we view Israeli cybersecurity as well-positioned ... By Global X Team
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 the ... By Global X Team
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
Autonomous Vehicle (AVs) technology has improved dramatically in recent years, supported by large investments by auto manufacturers, original equipment manufacturers (OEMs), and ... By Pedro Palandrani
After a year of significant regulatory shifts, Singles’ Day will be a good indicator of the future of Chinese e-commerce and consumption ... By Global X Team
Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable ... By Global X Team
The following is part 2 in 3-part blog series on the global cannabis industry. This part takes the pulse of existing cannabis ... By Global X Team
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