Inflection Points: Trying to Reason with High Vol Season
Higher volatility was our base case for 2025—and here it is.1 The economic and fundamental backdrops are still reasonably ... By Scott Helfstein
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Higher volatility was our base case for 2025—and here it is.1 The economic and fundamental backdrops are still reasonably ... By Scott Helfstein
Argentina is a rich, but previously mismanaged country. Between its abundance of resources across energy, materials, and agriculture, ... By Malcolm Dorson
Amid rising geopolitical tensions, Europe finds itself at a critical juncture in its security strategy. Long reliant on ... By Ido Caspi
This piece has become an annual tradition for me since returning to finance after working as a ... By Scott Helfstein
This piece is part of a series that dives deeper into the most prevalent themes of this ... By Madeline Ruid
This piece is part of a series that dives deeper into the most prevalent themes of this year’s ... By Ido Caspi
This piece is part of a series that dives deeper into the most prevalent themes of this year’s ... By Ido Caspi
Donald Trump’s second term as President of the United States, which will begin alongside Republican control of the ... By Madeline Ruid
As the 21st century nears its quarter mark, one lesson that we subscribe to is that the U.S. ... By Scott Helfstein
Sentiment around FinTech has turned positive after a challenging period, and we believe that several converging secular trends ... By Ido Caspi
Artificial intelligence (AI) is beginning to drive substantial top-line growth for technology companies beyond the semiconductor sector, creating ... By Tejas Dessai
Often mischaracterized as “radical,” Argentine President Javier Milei’s first year in office proves he has been anything but, ... By Trevor Yates
Income opportunities are in the limelight with the first half of 2024 bringing about a series of new ... By Robert J. Scrudato
The progression from one economic era to the next usually brings a healthy mix of excitement and opportunity ... By Scott Helfstein
As the number of artificial intelligence (AI) initiatives grow, so have the power demands of hyperscalers and global ... By Chandler Nichols
The defense industry is undergoing a massive transformation as governments implement advanced technologies into their military operations. As ... By Tejas Dessai
Copper has long been associated with cyclical and macroeconomic trends, with demand for the metal and, subsequently, prices, ... By Trevor Yates
Over the past two years, investors have endured heightened volatility that stemmed in part from the series of ... By Jason Anderlink
“Be as thou wast wont to be. See as thou wast wont to see.” — William Shakespeare, A ... By Scott Helfstein
The generative AI boom extends far beyond chat assistants. The wider integration of large language models across various ... By Tejas Dessai
We believe that Cybersecurity is a compelling theme in 2024 for multiple reasons. First, an evolving attack landscape ... By Tejas Dessai
The public and private sectors are likely to inject hundreds of billions more dollars to modernize U.S. infrastructure ... By Madeline Ruid
Fresh off the University of Michigan’s National Championship victory (Go Blue!), football is still top of mind as ... By Scott Helfstein
At first glance, nuclear power and renewables don’t appear to have much in common. Wind and solar energy ... By Rohan Reddy
Data is AI’s fuel. And the more data AI gets, the more of a data flywheel AI creates. ... By Global X Team
Guidance from U.S. infrastructure companies continues to point to 2024 as the beginning of potentially powerful overlapping effects ... By Global X Research Team
Artificial Intelligence (AI), Taylor Swift, and the Federal Reserve (Fed) had an oversized impact on either the economy ... By Global X Research Team
The season of good tidings and joy is upon us once again, and along with that comes the ... By Scott Helfstein
Editor’s Note: Conversational Alpha® (CA) is a vehicle we use for deeper and more relatable discussions about portfolio construction. In ... By Jon Maier
On November 30, 2022, OpenAI publicly launched ChatGPT and kicked off the generative artificial intelligence (AI) boom that ... By Ido Caspi
The following is Part 1 in a 3-part blog series on the market making landscape for exchange traded ... By Rohan Reddy
Data center investment in new capacity construction and absorption is surging in North America.1 With data center vacancy rates ... By Tejas Dessai
With five sovereign defaults over the past 50 years, inflation currently rising above 140%, and the economy in ... By Trevor Yates
We believe the healthcare system is at a turning point, leveraging digital health technologies to render longstanding inefficiencies ... By Arelis Agosto
Economic growth that’s not only a result but also a deliberate pursuit is differentiated economic growth. So one ... By Pedro Palandrani
Within the unrelentingly complex realm of digital assets, stablecoins are a refreshingly simple concept. In short, their goal ... By Global X Research Team
After a nearly two-year pause, the Initial Public Offering (IPO) markets have come to life in the second ... By Ido Caspi
Cloud computing companies are charting a recovery following a tough 18-month period characterized by challenging macro conditions and ... By Tejas Dessai
Nuclear power is a clean, efficient, and essential source of electricity used to meet the world’s growing energy ... By Rohan Reddy
The following is the final part in a 3-part blog series on the market making landscape for exchange ... By Rohan Reddy
The following is Part 2 in a 3-part blog series on the market making landscape for exchange traded ... By Rohan Reddy
The Fed might not be the most important game in town for the global financial markets these days. ... By Scott Helfstein
Here’s a heartening piece of news: We’re living longer! Back in 1950, the world’s average life expectancy was ... By Global X ETF Model Portfolio Team
Since its passage in August 2022, the Inflation Reduction Act (IRA) has been instrumental in boosting cleantech growth ... By Madeline Ruid
The low-carbon hydrogen market is growing quickly as government policy support ramps up and production scales to help ... By Madeline Ruid
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