Reindustrialization in the West: Investment Implications for Robotics and Infrastructure Developers – Global X ETFs – 6.29.26

Summary:

Reindustrialization is becoming central to the next phase of U.S. competitiveness. After decades of offshoring chasing lower unit costs, corporate investment is increasingly aligning with supportive policy to reshore critical manufacturing processes, strengthen supply chain resilience, and rebuild domestic production capacity across strategic sectors. At the same time, breakthroughs in artificial intelligence and physical automation are converging to expand potential applications for robotic systems, including within production facilities. This sustained, secular reconfiguration of production creates a distinct set of investment opportunities across the automation, robotics, and infrastructure development value chains.

In our view, the next phase of reindustrialization is not only a manufacturing story, but an automation, computing, and infrastructure development story.

This webinar will cover:

• Robotics & Artificial Intelligence: Explore the connection between the advancement of AI and the adoption of robotics, including in manufacturing.
• Data Centers & Digital Infrastructure: Review the buildout of the foundations at the center of AI adoption that enables domestic automation.
• U.S. Infrastructure Development: Examine how data centers and manufacturing are driving infrastructure development opportunities, alongside other structural tailwinds such as aging infrastructure assets.

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. 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.

Madeline joined Global X in 2022 as a Research Analyst covering the suite of Thematic Growth ETFs related to the Physical Environment, including Renewable Energy and Clean Tech. 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.