Global X ETFs

Join the Experts at Global X and VettaFi for a webcast unpacking how to use options-based ETFs to create stronger portfolios.

Join the experts at Global X and VettaFi to unpack how these versatile tools can be used in your portfolio.

2022 has been the year of the Federal Reserve (Fed). The rapid speed of rate rises dominated market sentiment, but Fed language has shifted from trajectory to the likely level of the terminal rate and the length of time that Fed policy is expected to remain restrictive

In 2022, thematic growth stocks have fallen out of favor with investors concerned about rising interest rates and profit margins. However, closer inspection reveals that these concerns might be overdone.

Innovation will persist despite market and economic turmoil. Jon Maier, Global X CIO, and Michelle Cluver, Portfolio Strategist, will contextualize today’s economic environment and how it is likely to play into tomorrow’s investment landscape.

Accelerated interest rate expectations, hotter than expected inflation, a protracted war in Ukraine and continued Chinese COVID uncertainty form a challenging backdrop for markets. As the earnings outlook deteriorates and global economic growth slows, the big R word is on everyone’s mind. Can the U.S. escape a recession should Europe and other key countries experience deteriorating real growth? Jon and Michelle will discuss the macroeconomic landscape and positioning portfolios for the current environment.

In this webinar you will learn:

• Economic growth expectations and their implications for markets.
• Understanding supply chain dynamics, inflation, and the interest rate environment.
• Sustainability, supply chains and disruption.
• Portfolio Positioning within a changing and more selective market.

Widespread efforts to contain COVID-19, including closures of businesses, schools, and offices, has upended many aspects of our everyday lives. In this webinar, Global X’s thematic research team looks at how long-standing habits have quickly changed amid this disruptive environment and what it may mean for certain industries and themes going forward, including Video Games & E-sports, Robotics & AI, Cloud Computing, E-commerce.

Webinar attendees will:

• Understand the Diffusion of Innovations theory and how COVID-19 might be both accelerate and expanding the disruptive potential of certain themes
• See how global pandemics and trade tensions are causing companies to re-evaluate globalization, and consider reshoring manufacturing efforts
• Explore how software as a service (SaaS) companies are enabling the work from home economy
• Learn about changing consumer spending patterns, including the shift to at-home entertainment and online purchases

Jay Jacobs, Pedro Palandrani, and Andrew Little will be available to answer your questions following the presentation.

While an oft-cited risk of expansionary monetary policy is runaway inflation, Global X’s CIO team reminds that policies only become inflationary if stimulus extends beyond the required period of need.