Model Portfolios

Differentiated exposures for financial advisors.
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February CPI: Inflation Remains Sticky

Mar 12, 2024

Explore our take on the market in less than 60 seconds.

2024 Outlook: Done or More to Come?

  • Interest rates likely already being at their peak puts greater importance on portfolio diversification and the balance between key growthier areas and a resilient core.
  • A quality and low volatility tilted core is likely to be beneficial as economic growth slows.
  • The adoption of AI technology and its monetization is likely to play out over multiple years, having a lasting impact on both markets and the economy.

Read our 2024 Outlook to learn more.

Recent Market Analysis

Portfolio Insights: Paying Dividends

Portfolio Insights: Paying Dividends

A company’s inaugural cash dividend is a big moment that markets typically celebrate, but what does this milestone mean for innovative companies?

2024 Outlook: Done or More to Come?

2024 Outlook: Done or More to Come?

Interest rates and economic growth are at a transition point, bringing the focus to diversification – balancing between growth and a resilient core.

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Portfolio Discussions & Whitepapers

Thematic Investing Whitepaper: Healthcare Innovation (Genomics & Telemedicine)

Thematic Investing Whitepaper: Healthcare Innovation (Genomics & Telemedicine)

An aging population increases demand for advanced and affordable healthcare, creating long-term investment opportunities in genomics and telemedicines.

The Search for Yield – Equity Income Whitepaper

The Search for Yield – Equity Income Whitepaper

Stability Over Volatility Investors should plan for a likely U.S. recession later this year. Historically, recessionary pressures weigh on earnings growth, with ...

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

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.

Meet the Team

Michelle Cluver

Head of ETF Model Portfolios

David Beniaminov

Portfolio Strategist

Kenneth Tjonasam

Portfolio Strategist

Tom Driscoll

Head of Model Portfolio Sales

Ker Thao

Model Portfolio Operations

For Financial Advisor 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.