Charting Disruption 2027: From AI to Energy, Where the Next Opportunities Could Emerge – Global X ETFs – 11.12.26

Summary:

Today’s disruptive forces are interconnected, with advances in one area creating demand across others. Join Global X for insights from our annual thematic research outlook as we explore five themes shaping the global economy and the investment opportunities emerging where they intersect.

We’ll discuss:

• Artificial Intelligence: How the shift from infrastructure buildout to broader adoption could create opportunities across software, robotics, and healthcare.
• Defense & Space Tech: How geopolitical priorities and advances in technology are reshaping defense systems and space capabilities.
• Infrastructure & Automation: How efforts to expand domestic manufacturing are driving demand for infrastructure and advanced robotics.
• Energy: What rising electricity demand means for power generation, energy storage, and grid investment.
• Critical Resources: How demand for essential minerals and water could expose supply constraints and create opportunities across the companies securing these resources.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Arelis (Lis) is the Director of Research & Strategy at Global X, where she leads research initiatives across the company’s full product lineup. She has been with Global X since 2022, where she started as a Research Analyst covering healthcare-related funds in the Thematic Growth suite. Prior to joining Global X, she worked as a Senior Healthcare Analyst at Third Bridge, focusing on U.S. life sciences, diagnostics, biotech, pharmaceutical services, and animal health. Lis holds a BA from Babson College in Business, with a concentration in Global Businesses Management.

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. He routinely publishes his insights on the Global X website, covering disruption and structural trends transforming the global economy, with focus on themes such as defense technology, artificial intelligence, and data centers.

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.