Beyond Ordinary Model Portfolios

Global X ETF Model Portfolios provide differentiated exposures, building on our cornerstones of leadership in thematic investing, alternative income, and international access.

What is the Approach Behind Global X's Equity Income Portfolio?

Portfolio Strategist Michelle Cluver explores why the current yield environment may bode well for equity income strategies.

Just Getting Started?

Benefits of Model Portfolios for Advisors

Outsourcing the investment management process may provide efficiencies in the following areas…
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Advisor Support

Global X is dedicated to providing resources and support to advisors. Highlights include…
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Conversational Alpha®, Explained

We coined the term Conversational Alpha® as a way to describe meaningful discussions around portfolio construction…
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How to Use Model Portfolios

COREDiversified Exposures as a Complete Portfolio Solution

Risk based multi-asset ETF Model Portfolios
Can incorporate values based investing or other key focus areas that are important to the client.

SATELLITEUnique Exposures To Be Combined With Other Portfolios

Single asset and/or segmented ETF Model Portfolios
Thematic Equity - Targeted Market Exposure - Equity Income

Global X ETF Model Portfolios provide differentiated exposures, building on our cornerstones of leadership in thematic investing, alternative income, and international access.

Exchange-Traded Funds (ETFs)

PIONEERING EXPERIENCE

Research & Insights

OPEN ARCHITECTURE

ETF Model Portfolios

UNEXPLORED SOLUTIONS

Macro Minute

5 Key Points We’re Looking Out For As We Move Into the Second Half

  1. Is Inflation starting to normalize? We expect the spike in inflation to be transitory. However, key supply chain issues may persist causing pricing pressures in select areas.
  2. As we move into the second half of 2021, we believe the market is looking past the reflation trade to what comes next.
  3. We are following the long and winding road of infrastructure and whether a bipartisan deal can be hatched, or a budget reconciliation solution will be the end game.
  4. We expect the Federal Reserve (Fed) to take center stage as the market looks to pinpoint the expected timing of Fed tapering and the first interest rate increase.
  5. Shifting inflation expectations and the language from the Fed is likely to impact the value of the dollar. Given existing taper concerns, hawkish statements are likely to be met by dollar strength which has implications for both commodities and emerging markets.

Snap Chart: Slightly Improved Correlations for Multi-Asset Portfolios

The 60:40 portfolio is celebrating the return to more normal correlations between equities and fixed income. Typically, equities and bonds have a negative relationship, providing diversification benefits within a 60:40 portfolio. Year to date, the one-month correlation of daily total returns between the S&P 500 Index and Bloomberg Barclays Aggregate Bond Index has generally been in positive territory. There has been an increased performance divergence between equities and fixed income since the Federal Reserve’s more hawkish statements in mid-June. While a week does not make a trend, this is a correlation worth keeping an eye on due to its implications for multi-asset portfolio management.

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Sustainable Portfolios: The Why and How

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Meet the Team

For institutional use only – not for retail distribution. Global X Management Company LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

The hypothetical model portfolios discussed herein are provided for illustrative purposes only. This information should not be relied upon for trading purposes or as investment advice, research, or a recommendation by Global X Management LLC regarding (i) any fund, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Financial advisors are responsible for making their own independent judgment as to how to use this information. Target allocations contained herein are subject to change. There is no assurance that the target allocations can or will be achieved, and actual allocations and risk or return profiles of actual portfolio holdings may be significantly different from those shown here.

Investors should carefully consider the investment objectives, risk factors, charges, and expenses of each fund that comprises the model portfolio before investing. For information regarding the funds that comprise the model portfolios, please refer to each funds’ currently available prospectus and statement of additional information. Read the prospectus carefully before investing.

The information presented is not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation by Global X generally or for any purpose outside of Global X’s model portfolios as of the date indicated. It is presented solely to illustrate Global X’s investment process in developing the model portfolios and its analysis and views of the funds that comprise the model portfolios as of the date indicated. The funds presented herein are not representative of all of the funds purchased, sold or held for advisory clients, and it should not be assumed that investment in the funds identified was or will be profitable. Global X’s views of, recommendations with respect to, and investment decisions regarding, securities may vary across Global X’s strategies. Such recommendations are subject to change continually and without notice of any kind and may no longer be true after the date indicated.

The information presented in this presentation has been developed internally and/or obtained from sources believed to be reliable; however, Global X does not guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this presentation are subject to change continually and without notice of any kind and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and Global X assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time. Actual results could differ materially from those anticipated.