Charting Disruption 2025: Charting Disruption 2025: Infrastructure & Environment – Global X ETFs – 1.30.25

Summary:

In today’s rapidly evolving market landscape, thematic investing offers a strategic approach to capture structural changes reshaping our world. Rather than traditional sector or geographic allocations, this approach targets companies positioned to benefit from transformative trends driven by technological innovation, demographic shifts, and evolving consumer behaviors.

The United States, similar to many other countries, likely sits poised at the beginning of an infrastructure renaissance, reflecting the demands of several powerful converging global trends, including climate change, electrification, technology advancements, and aging assets. In addition, government policies could lead to trillions in public and private investments for the development of infrastructure assets around the world. As the world struggles to reduce its carbon footprint, vast swaths of the built environment are being remade to become more energy efficient and resilient.

Join us as we explore these key investment themes:

• Infrastructure: Aging infrastructure assets are a common concern among developed countries. For example, nearly 50% of power grid infrastructure assets in the U.S. are over 20 years old. Federal policies in the U.S. have outlined over $1 trillion in public infrastructure spending, and around 35% of appropriated funds have not been allocated.
• CleanTech: Investments into the technologies that can yield significant global greenhouse gas emissions cuts and limit warming must total an estimated $150 trillion between 2023 and 2050.
• Mobility: Electric vehicles (EVs) are no longer a niche segment within the automotive industry. EVs could account for over 55% of global vehicle sales by 2035.

View the full Charting Disruption experience: globalxetfs.com/charting-disruption

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Madeline joined Global X in 2022 as a Research Analyst covering the suite of Thematic Growth ETFs related to Infrastructure & the Environment. Prior to joining Global X, Madeline worked as a Power & Renewables Analyst with Fitch Solutions where she covered markets primarily in the Americas. Previously, she held research roles across a wide range of climate change and renewable energy-related topics, including with BloombergNEF, NASA DEVELOP, and the International Food Policy Research Institute. Madeline earned her MA in Climate and Society from Columbia University and a BS in Physical Geography, Cartography and Geographic Information Systems, and Turkish from the University of Wisconsin-Madison.

Jason joined Global X in August of 2023 as a product strategist, a position that gives him broad exposure to the firm’s ETFs. In particular, he works closely with the sales team to create internal and client-facing research content focusing on attribution, product characteristics, index methodologies, and product comparisons. Before joining Global X, Jason worked at Schroders on the sub-advised client team. Prior to that, he worked in wealth management at a Kansas based private wealth firm. Jason earned his BS in Finance from the University of Kansas.