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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Dec 04, 2025
2026 Outlook
Dec 01, 2025
Commodities Tracker: November 2025
Dec 01, 2025
The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
Macroeconomic
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Articles
Exploring a range of subjects as diverse as our product lineup.
2026 Outlook
Dec 04, 2025 •
By
Scott Helfstein
and
W. Malcolm Dorson
The Global X 2026 Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
Inflection Points: Tariffs in the Wind
Oct 22, 2025 •
By
Scott Helfstein
There’s a lot to unpack with tariffs. Here we break down potential implications across the economy, markets, and investment themes.
Inflection Points: No Reservations, Just Valuations
Sep 18, 2025 •
By
Scott Helfstein
Concerns about stretched equity valuations are understandable, but we think the S&P 500 Index may be fairly valued.
2025 Midyear Outlook
Jun 30, 2025 •
By
Scott Helfstein
and
W. Malcolm Dorson
The Global X 2025 Midyear Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson.
Inflection Points: Rethinking Your Core
May 28, 2025 •
By
Scott Helfstein
Markets’ current relative calm may be an ideal time to explore strategies for assessing core exposures and managing volatility.
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