Growing evidence of efficacy and the accelerating use of drones will likely fuel a specialized value chain of manufacturers, software developers, and AI innovators.
Global X
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As the Information Age morphs into the Automation Age, some market truisms that pass as common knowledge may not apply.
The improved fundamentals and widening growth opportunities across the broader U.S. energy complex have enhanced the resilience of this once scorned sector.
Gold’s function as a store of value has stood the test of time, helping owners maintain their purchasing power over thousands of years.
This commentary covers the key takeaways for the listed commodities. Click the name of the sector to see the respective monthly chart pack.
One asset class that may be worth paying attention to in a falling rate environment is small-cap equity as it may directly benefit from lower rates and loosening financial conditions
Consider themes that may be insulated from geopolitical-driven volatility like U.S. Infrastructure, Defense Tech, and Uranium. Also consider traditionally less volatile assets like preferreds, covered calls, or emerging market debt less correlated with U.S. election risks
In June, the American Society of Clinical Oncology (ASCO) hosted its 60th Annual Meeting, drawing over 40,000 attendees from around the globe. This year’s event largely focused on validating revolutionary treatment categories like Chimeric antigen receptor (CAR) T-cell therapies and antibody drug conjugates (ADCs). Given proven clinical benefits across a wider array of cancer types, we expect these novel treatment categories to become increasingly important in the fight against cancer and the growth profiles of select companies in the healthcare space.
As artificial intelligence (AI) continues to advance at a rapid pace, it’s increasingly clear that reliable and resilient power sources and infrastructure are critical to its growth. Renewables can help meet added demand without compromising companies’ sustainability targets
