Global X 2026 Outlook

What’s Next for Markets in 2026 (can't be centred)

What’s Next for Markets in 2026

Macroeconomics

This Side of Paradise: The Next Chapter of the Roaring 20s

Scott Helfstein
HEAD OF INVESTMENT STRATEGY

The U.S. left the 1920s forever changed. The same might well be true of the 2020s. Although predicting outcomes amid hyperbolic change is difficult, we continue to believe the technological and economic revolution underway can deliver significant gains.

Emerging Markets

10 in Emerging Markets: Back to BASICs

Malcolm Dorson

HEAD OF Active investment team
& EM senior portfolio manager

Emerging Markets appear poised to enter 2026 with the right mix of ingredients for a potentially positive cycle. Against this backdrop, we go back to BASICs, highlighting potential opportunities in Brazil, Argentina, Southeast Asia, India, China, and beyond.

Key Takeaways

Unpacking the Biggest Questions For 2026

We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.

Macroeconomic

Emerging Markets

Global X is dedicated to helping you build wealth

Global X is dedicated to helping you build wealth

Global X 2026 Outlook

What’s Next for Markets in 2026 (can't be centred)

Macroeconomics

This Side of Paradise: The Next Chapter of the Roaring 20s

Emerging Markets

10 in Emerging Markets: Back to BASICs

Key Takeaways

Unpacking the Biggest Questions For 2026

The “prove-it” moment for AI and massive capex spend is coming. How should investors play the AI trade in 2026?

Are valuations stretched, setting equities up for possible multiple contraction in 2026?

How do you position in a time of heightened policy uncertainty?

What macroeconomic factors could drive EM performance in 2026?

How do you think about China given how much there is to unpack with this large and complex economy?

Where do you see opportunities beyond BASICs (Brazil, Argentina, Southeast Asia, India, and China)?

"We think the path of least resistance for U.S. equity markets is higher. And a lot of that is this margin story being driven by secular change."

"People are finding themselves pretty under allocated a deeply discounted, fast-growing asset class."

All of Global X news and product announcements directly to you

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Global X is dedicated to helping you build wealth

Global X 2026 Outlook

What’s Next for Markets in 2026 (can't be centred)

Macroeconomics

This Side of Paradise: The Next Chapter of the Roaring 20s

Emerging Markets

10 in Emerging Markets: Back to BASICs

Key Takeaways

Unpacking the Biggest Questions For 2026

The “prove-it” moment for AI and massive capex spend is coming. How should investors play the AI trade in 2026?

Are valuations stretched, setting equities up for possible multiple contraction in 2026?

How do you position in a time of heightened policy uncertainty?

What macroeconomic factors could drive EM performance in 2026?

How do you think about China given how much there is to unpack with this large and complex economy?

Where do you see opportunities beyond BASICs (Brazil, Argentina, Southeast Asia, India, and China)?

"We think the path of least resistance for U.S. equity markets is higher. And a lot of that is this margin story being driven by secular change."

"People are finding themselves pretty under allocated a deeply discounted, fast-growing asset class."

All of Global X news and product announcements directly to you

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