Global X 2026 Outlook: This Side Of Paradise - The Next Chapter Of The Roaring 20s
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Global X ETFs3.57K FollowersFollow5ShareSavePlay(46min)SummaryThe U.S. economy has been a Juggernaut since 2022 - a year when the consensus forecast was recession, though we strayed from consensus late that year.The economic changes brought by AI, which automates cognitive tasks, and robotics, which automates physical activities, are likely akin to past industrial revolutions.With current nonresidential fixed investment as a percentage of GDP below the rollout of the PC and internet, there could be more fuel in the tank.Several more targeted themes have strong projected revenue growth and sound profitability, including digital infrastructure and parts of the renewable energy market. bymuratdeniz/iStock via Getty Images Foreword At the start of the 2020s, parallels with the Roaring 1920s’ technological, economic, and social changes seemed striking. Midway through the decade, we believe the analogy still holds. A prove-it moment for AI and This article was written byGlobal X ETFs3.57K FollowersFollowFounded in 2008, Global X is a sponsor of exchange-traded funds (ETFs). We are distinguished by our Thematic Growth, Income, and International ETFs. Explore our insights on the trends and themes shaping global markets – from technology to commodities to emerging economies – at globalxfunds.com/research. Global X ETFs is a member of the Mirae Asset Global Investments Group. Important disclosures: globalxfunds.com/privacyQuick InsightsHow does the current AI-driven capex cycle compare to prior innovation booms?Current nonresidential fixed investment as a percentage of GDP is below the PC and internet rollouts, suggesting further upside for capital deployment and productivity gains.Which sectors or themes offer compelling forward value despite recent market advances?Data centers, copper miners, and U.S. infrastructure are attractively valued, benefiting from AI adoption, infrastructure demand, and supportive trade/tariff dynamics.What are the key macro risks and catalysts for U.S. equities heading into 2026?Risks include labor market softness, trade policy uncertainty, and geopolitical shifts; catalysts are Fed rate cuts, sustained margin expansion, and targeted thematic growth in automation and digital infrastructure.Recommended For You