Join Arelis Agosto, Director of Research & Strategy, Tejas Dessai, Director of Thematic Research, and Madeline Ruid, Research Analyst for Global X ETFs, for a discussion on artificial intelligence and the industries beyond technology that are likely to be disrupted.
WEBCAST – Charting Disruption: Five Converging Themes Set to Define 2026
The modern economy is defined by accelerating disruption. Forces like technological innovation, demographic shifts, resource constraints, and deglobalization are reshaping industries and creating new investment opportunities. These structural shifts are increasingly interconnected, amplifying their collective impact.
At the center of this transformation is artificial intelligence. The rapid adoption of AI technologies is driving real-world breakthroughs across key sectors, reshaping resource demand, and accelerating applications in areas like defense and beyond.
In this webinar, we will provide a look into our recently published thematic outlook – Charting Disruption – and propose five themes we expect to accelerate in 2026.
- Artificial Intelligence: The intelligence layer powering productivity, creativity, and automation.
- AI Semiconductors and Data Centers: The physical backbone enabling the scaling of AI computing and digital infrastructure.
- Electrification: The looming power transformation necessary to advance the technologies of tomorrow.
- Infrastructure Development: Rebuilding physical and digital foundations to support AI’s advancement, critical technologies, and future energy systems.
- Defense Technology: Innovation at the intersection of national security, AI, and cybersecurity.
Accepted for 1 CFP® / IWI / CFA CE Credit