Global X Releases Midyear Macroeconomic and Emerging Markets Investment Outlooks
U.S. dollar weakness and rising domestic uncertainty set the stage for niche macro and Emerging Markets investment opportunities for the second half of 2025
NEW YORK, June 30, 2025 /PRNewswire/ -- Global X Management Company LLC ("Global X"), the New York-based provider of exchange-traded funds (ETFs), today published investment outlooks for the second half of 2025 from Scott Helfstein, Head of Investment Strategy, titled "Hope is Not a Strategy," and from Malcolm Dorson, Head of Active Investment Team, Senior Emerging Markets Portfolio Manager, titled "10 in EM." The research details strategies to hedge against portfolio volatility in the current macroeconomic landscape and where areas of opportunity lie across Emerging Markets.
"While the U.S. economy's resilience is reason for hope, investors need more than hope," said Scott Helfstein. "When uncertainty runs high, identifying strategies that can perform across a variety of scenarios always makes sense—and our midyear outlook does just that."
Key Insights From "Hope is Not a Strategy:"
Zooming out, challenging dynamics in the U.S. mean global markets could offer significant value, in particular Emerging Markets such as India, Greece, Colombia, Brazil, China, and Argentina.
"A weaker U.S. dollar, the potential end of the Fed's rate-cutting cycle, and rising domestic uncertainty have combined to create compelling global opportunities across Emerging Markets," said Malcolm Dorson.
Key Insights From "10 in EM:"
Global X's research leverages the firm's expertise to explore a diverse range of perspectives and commentary on the trends shaping global markets. Click here for the complete Global X 2025 Midyear Outlook.
About Global X
Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a wide range of ETF strategies and over $97 billion in assets under management.2 While we are distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com.
Global X is a member of Mirae Asset Financial Group, a global leader in financial services, with more than $600 billion in assets under management worldwide.3 Mirae Asset has an extensive global ETF platform ranging across the US, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.
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SOURCE Global X Management Company LLC