John Stec, Head of National Accounts for Global X ETFs, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the investment themes that have captured investors’ attention this year.
Global X was founded in 2008 with a mission to provide investors with access to investment strategies that are beyond ordinary. As a leader in thematic investing, Global X has $70 billion in AUM across more than 100 ETFs as of September 30, 2025. Beyond thematic investments, Global X ETFs provide investors access to income, international, core, and other funds.
Global X offers model portfolios, as advisors frequently ask about integrating thematic ETFs into client portfolios. The models do not exclusively include Global X ETFs; instead, most offer open architecture models that include Global X ETFs and third-party ETFs to enable the exposures desired by clients.
Investors are currently attracted to the transformative potential of investments related to artificial intelligence, which goes far beyond the Magnificent Seven stocks. Related opportunities include cybersecurity, data centers, electrification providers, and beneficiaries of AI models across industries.
Stec views his part of role at Global X as offering advisors “conversational alpha” — ideas about investing that can provide engaging topics for them to discuss with their clients.
Another area of demand is in defense technology, as many nations are increasing spending to modernize their defensive capabilities, including drones, satellites, and AI technology.
WEBCAST – Global X 2026 Outlook
The Global X 2026 Outlook unpacks today’s rapidly evolving macroeconomic environment and explores what could be in store for the next chapter of the “Roaring 20s.” With a global lens, we tackle investors’ biggest questions heading into the new year, from economic policy and geopolitics to valuations and the AI trade.
Join Global X as we explore four key areas of focus for 2026 and highlight investment themes related to:
- Emerging Markets
- Artificial Intelligence
- Fundamentals
- Geopolitics
Accepted for 1 CFP® / IWI / CFA CE Credit
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