Charting Disruption 2025: Paradigm-Shifting Technologies – Global X ETFs – 1.22.25

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 widespread integration of artificial intelligence (AI) is set to transform nearly every industry. But AI development and infrastructure are emerging as massive industries themselves. Moreover, the application of AI across industries like Robotics and Defense could spur transformative change. These themes represent significant market opportunities but also reflect fundamental changes in how society operates and interacts with technology.

Join us as we explore these key investment themes:

• AI Infrastructure: The integration of generative AI products in smartphones could drive a global upgrade cycle contributing to projected revenues of over $630 billion by 2030. The big tech giants alone have spent upwards of $213 billion in capital spending in 2024.
• Robotics: Responding to reshoring agendas and a tight labor market, U.S. manufacturers are aggressively investing in automation. Dropping costs of robots and growing demand for precision engineering acts as catalysts.
• Defense Technology: The Council on Foreign Relations currently lists over 30 ongoing conflicts worldwide, ranging in scope and type. World military expenditures hit an all-time high of $2.4 trillion in 2023 and are expected to reach $3.4 trillion by 2030.

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

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

Speakers:

Tejas Dessai leads Global X’s Thematic Research efforts as Director of Research. Tejas joined Global X in 2022 as a Research Analyst, covering technology themes and products, with a focus on disruptive technologies including artificial intelligence, robotics, cybersecurity, social media, gaming, and digital advertising. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, Business Insider, and Reuters. Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.

Ido re-joined Global X in 2022 as a Research Analyst covering both public and private companies relevant to Global X’s Disruptive Technology focused ETFs including Artificial Intelligence, Robotics, FinTech, Cloud, Cybersecurity, Social Media, Defense Tech, and more. Previously, Ido worked as an Equity Research Associate for Canaccord Genuity where he covered large and SMID cap stocks across the broader Internet sector, prior to which he worked as an Investment Consultant for Global X where he covered IBD, RIA, and Institutional clients. Ido holds a BS in Psychology from the University of Georgia in Athens, GA.