Why A Good Theme Can Deliver The Best Defense
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Global X ETFs3.67K FollowersFollow5ShareSavePlay(20min)Follow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryWe believe elevated volatility is reinforcing the case for broadening equity exposure, not stepping away from it.Thematic investing is not solely about growth; the right themes can complement existing growth allocations by adding potentially more resilient sources of return within equities.We favor four themes where demand is durable, visible, and less sensitive to near-term macro swings. Alistair Berg/DigitalVision via Getty Images Equity markets have entered a more volatile stretch in 2026, with a growing list of risks for investors to navigate. These include the possibility of a prolonged Iran conflict, higher energy prices feeding back into inflation, a FederalThis article was written byGlobal X ETFs3.67K 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/privacy