Global X Management Company LLC (“Global X”), the New York-based provider of exchange-traded funds (ETFs), today announced the launch of its 2027 thematic outlook. “Charting Disruption” is its annual flagship research report that explores the ways in which emerging technologies are transforming industries, creating new markets, and unleashing massive investment that impacts broad swaths of the global economy.

This year’s report covers the following topics:

  • Artificial intelligence (AI): How the shift from infrastructure build-out to broader adoption could create opportunities across software, robotics, and healthcare.

  • Defense and space tech: How geopolitical priorities and advances in technology are reshaping defense systems and space technology capabilities.

  • Infrastructure and 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.

“The scale of investment required to support the adoption of disruptive technologies is becoming difficult to overstate,” said Arelis Agosto, Director of Product Research and Strategy at Global X. “Infrastructure remains essential, but the longer-term opportunity will also depend on which companies can turn increasingly capable and affordable tech, including AI, into products, services, and measurable productivity gains.”

Produced by Global X’s Research Team, this is the sixth annual report that examines how compelling investable opportunities are interconnected and mutually reinforcing.

To read the newest edition of “Charting Disruption,” click here.

Important Information

Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

This document reflects Global X’s opinion as of the publication date. It contains an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. It does not represent investment advice or recommendations.

This information is not intended to be individual or personalized investment advice and should not be used for trading purposes. Please consult a financial advisor for more information regarding your situation.

About Global X

For nearly two decades, Global X has built a reputation as a boutique asset manager whose mission is empowering investors with unexplored and intelligent investment solutions. Long known for its thematic funds, Global X offers 121 ETFs with a range of strategies, including equity income, commodities, international, and core. With $93 billion in assets under management as of September 30, 2026, Global X aims to harness disruption by targeting emerging technologies and changing consumer preferences. Explore Global X’s products, research, insights, and more at www.globalxetfs.com.

Global X is a member of Mirae Asset Financial Group (Mirae Asset), a global leader in financial services, with $801 billion in assets under management worldwide as of May 31, 2026. Mirae Asset has an extensive global ETF platform ranging across the U.S., Australia, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.

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