{"id":226684,"date":"2025-07-02T10:00:00","date_gmt":"2025-07-02T14:00:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=226684"},"modified":"2025-07-02T15:56:58","modified_gmt":"2025-07-02T19:56:58","slug":"2025-midyear-outlook","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/macro\/2025-midyear-outlook\/","title":{"rendered":"2025 Midyear Outlook"},"content":{"rendered":"\n

Macroeconomic<\/strong><\/h2>\n\n\n\n

Global X is proud to introduce its 2025 Midyear Outlook, presented in two parts: macroeconomic and international. In \u201cHope is Not a Strategy,\u201d our Head of Investment Strategy, Scott Helfstein, take a deep dive into today’s complex macroeconomic environment\u2014trade 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\u2014because in investing, hope is not a strategy. Click the banner below to download<\/a> \u201cHope is Not a Strategy.\u201d<\/p>\n\n\n\n

\"2025_midyear_outlook-blog_banner_macroeconomic.png\"<\/a><\/figure>\n\n\n\n

Emerging Markets<\/strong><\/h2>\n\n\n\n

Zooming out, challenging dynamics in the U.S. mean global markets could offer significant value, in particular Emerging Markets. In \u201c10 in EM,\u201d 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<\/a> \u201cEmerging Markets: 10 in EM.\u201d<\/p>\n\n\n\n

\"2025_midyear_outlook-blog_banner_Emerging<\/a><\/figure>\n\n\n\n

—<\/p>\n\n\n\n

Originally Posted June 30, 2025 – 2025 Midyear Outlook<\/a><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

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