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2025 Midyear Outlook

2025 Midyear Outlook

Posted July 2, 2025 at 10:00 am

Scott Helfstein , Malcolm Dorson
Global X ETFs

Macroeconomic

Global X is proud to introduce its 2025 Midyear Outlook, presented in two parts: macroeconomic and international. In “Hope is Not a Strategy,” our Head of Investment Strategy, Scott Helfstein, take a deep dive into today’s complex macroeconomic environment—trade policy, equity market valuations, growth prospects, and much more. He explores investment themes poised to weather volatile market conditions, from low-beta thematics to hedged equity and everything in between—because in investing, hope is not a strategy. Click the banner below to download “Hope is Not a Strategy.”

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Emerging Markets

Zooming out, challenging dynamics in the U.S. mean global markets could offer significant value, in particular Emerging Markets. In “10 in EM,” Global X Head of Active Investment and Emerging Markets Senior Portfolio Manager, Malcolm Dorson, breaks down the asset class and shares his highest conviction picks for a wide range of investment styles. Click the banner below to download “Emerging Markets: 10 in EM.”

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Originally Posted June 30, 2025 – 2025 Midyear Outlook

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Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s full or summary prospectus, which may be obtained by calling 1-888-GX-FUND-1 (1.888.493.8631), or by visiting globalxfunds.com. Read the prospectus carefully before investing.

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