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What's Driving Biotech Innovation in China?

In 2010, biotechnology was identified as one of seven "Strategic Emerging Industries" in China,¹ helping spur a decade of innovation. With supportive regulatory policies and growing access to capital, Chinese biotech firms are quickly closing the gap with their US counterparts, expanding to become not just a powerful domestic industry, but a global leader.

Learn more about the competitiveness of China's biotech industry - and why investors may want to consider targeted exposure.

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How CleanTech is Helping Power a Greener Economy

While environmental sustainability can be subject to the will of policymakers, it also represents an emerging area of technological innovation. Specifically, companies devoted to clean technologies - or 'CleanTech' - like those involved in renewable energy production, energy storage, energy efficiency, and pollution reduction, among other areas.

We recently explored how CleanTech is accelerating the transition to renewable energy - and why investors might want to take notice.
 

Our Outlook for the Second Half

Needless to say, the first six months of 2020 were unlike any we have seen. With summer upon us and markets rebounding despite COVID-19 flareups affecting much of the US, we set out to examine some of the key factors that could shape the rest of the year, including:

? Effectiveness of the Paycheck Protection Program (PPP) as a ballast to reopening
? Containment of COVID-19 during the months-long journey to a vaccine
? The 2020 election
? Central bank policy

Against this backdrop, we consider potential income strategies for a historically low rate environment, where to look in emerging markets, and how technology and the redrawing of demographics continue to transform the global economy.

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Investing in the Future of Telemedicine
Introducing EDOC

Telemedicine has long offered the potential of greater convenience and accessibility for patients, while lowering provider costs. Yet until recently, utilization remained low. Dynamics changed abruptly this spring, however, with McKinsey estimating that US telehealth adoption jumped from just 11% last year to 46% in April.¹ We believe this is the beginning of a long-term, structural shift in the global health care industry.

The Global X Telemedicine & Digital Health ETF (EDOC) invests in companies at the leading edge of this disruption. Learn more about how this emerging theme is making patient care more accessible and helping lead to better outcomes.

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Catch up Quickly on the Latest Trends in Tech

The accelerating rate of change across the tech landscape needs no introduction. Each month, the Global X research team publishes a monthly recap with fast facts, analysis, and commentary to catch our readers up to speed in only ~5 minutes.

In our August edition, we touch on Google's investment in ADT, cloud computing and hybrid work environments, and more. Other highlights include:
 

?  Less than 4% of autos sold globally in June were electric vehicles (EVs)¹ - what is the outlook for EV market share?
?  Social media usage spiked 42% at the onset of COVID-19² - was this just the TikTok effect?
?  As economic activity continues to shift online, are investments in cybersecurity keeping up?

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Balancing Income and Growth Through Volatility

The current low-rate environment is a challenge to income investors. Whether unsatisfied by bond yields or taking a more defensive approach to stocks, we believe the time could be right to consider covered call strategies. In fact, covered call writing historically produces higher yields in periods of volatility.¹

Investors seeking a higher income profile, while retaining upside potential in the event markets rally, may be interested in our Nasdaq 100 Covered Call & Growth ETF (QYLG) and our S&P 500 Covered Call & Growth ETF (XYLG). Both QYLG and XYLG write partially covered calls on their respective indexes. Learn more about how these strategies can help balance income and growth objectives in your portfolio.

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Categories Leading the Next Wave of E-commerce

Categories Leading the
Next Wave of E-commerce

This year has likely reshaped the trajectory for e-commerce. But despite impressive growth, adoption still lags in key categories and developing markets. Explore why we believe groceries, health care, and automobiles are among the opportunities that will take e-commerce to the next level.

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Technologies Leading Us From
Re-Opening to the 'New Normal'

At the outset of the pandemic, mass adoption of new technologies was essential to sustaining the stay-at-home environment. While some adaptations we'll be happy to leave behind, others are here to stay.

Today, a continued emphasis on safety and flexibility are ushering in a new phase in the recovery from COVID-19. Explore the tech innovations that we envision will be central to the progression from re-opening to establishing a new sense of normal.

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Currencies, Commodities & the Global Economy

Since March, investors have observed a simultaneous rally in stocks, bonds, and commodities. While precious metals have pulled back in recent trading sessions, the combination of low interest rates and a weak US dollar continues to represent a potential tailwind for these assets.

Jon Maier, Chief Investment Officer at Global X ETFs, explores this unusual set of economic conditions and what it might mean for the rest of 2020.

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China's Economic Performance in Perspective
Our Q&A with MSCI

In China, COVID-19 arrived on the heels of a Phase 1 trade deal with the US, an agreement reached through prolonged and sometimes hostile negotiation. Yet despite a turbulent few years, long-term trends in demographics, consumption, and technology remain key factors in shaping China's economic trajectory.

In a recent Q&A with research colleagues at MSCI, we examined China's economic performance at both a macro and sector level, as well as how it compares to developed and other emerging markets in its pandemic recovery.

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An ETF for the Future of Education
Introducing EDUT

Long before Zoom became a household name, growth in online learning was spurred by benefits of cost, convenience, and the potential to expand educational access. Events of the last few months may prove an accelerant to the trend. In fact, a recent estimate suggests the worldwide E-learning market could grow to $375bn by 2026.¹

We recently launched the Global X Education ETF (EDUT), which seeks to invest in companies that are broadening educational access around the world. Learn more about current drivers of growth in the education industry and why we believe it represents a compelling investment theme, thanks in part to technology and innovation.

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What to Watch in the Year Ahead

The past year almost defies description. As we turn the page on 2020 and look ahead to a New Year, we''ll be keeping an eye on four macro trends that could shape the economic picture:

?   Pace of the Recovery: Effective vaccine distribution and additional fiscal stimulus will be critical early on. As the economy reopens, Value and US Small Cap stocks could shine
?   New Administration: While control of the senate still hangs in the balance, the incoming Biden administration will seek to enact a policy agenda that could bode well for ESG and sustainably-themed investing trends
?   Interest Rates: A continuation of historically low rates could lead investors to alternative income classes, like preferreds and Emerging Market debt
?   Opportunities Abroad: Why investors may want to look beyond the US for growth

Explore the implications of these trends and more in our outlook for next year.
 

Positioning Your Portfolio Post-Election

Earlier this week, voters in Georgia delivered a surprise result that is expected to produce slim House and Senate majorities for Democrats. With a new administration, we believe conditions could be right for bipartisan fiscal stimulus - particularly in areas like infrastructure and clean energy.

The following resources may be of interest, as investors consider an environment that may be more favorable to these themes and value stocks in general:

What the American Jobs Plan Could Mean for Infrastructure Investment

Despite indications of bipartisan support, a wide-ranging federal infrastructure package has failed to find approval in Congress over the last decade. In unveiling its $2T American Jobs Plan, the Biden administration has offered an ambitious proposal to break the legislative stalemate.

Explore our breakdown of the Plan''s priorities, along with an analysis of how it might take shape as law and the themes poised to benefit.