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Global X Emerging Markets Great Consumer ETF Q1 2026 Commentary
Emerging Markets equities, measured by the MSCI Emerging Markets Index (Net), declined 0.17% in the first quarter, compared to a 4.35% decline in the S&P 500. Despite Middle East-led geopolitical volatility, EM assets proved relatively resilient, supported by their diversified composition and allocators' search for value. EMC returned -2.30% (NAV return) in 1Q 2026 versus -0.17% for its benchmark, for -2.14% of relative underperformance.
Oil Is Replacing Interest Rates as the Global Economy's Dominant Force
The hosts of The Best One Yet (TBOY) podcast have been arguing that the macro baton is changing hands.
Q2 Symposium: 4 Key Drivers Powering Global Drone Economy
The defense investing playbook is getting rewritten. However, portfolios built around legacy names like Lockheed Martin Corp. (LMT) miss the shift toward autonomous systems and next-generation warfare technology reshaping Pentagon priorities.
Global X India Active ETF Q1 2026 Commentary
Indian equities declined in the first quarter, with the MSCI India Index falling 18.13%, as geopolitical volatility and the country's reliance on energy imports weighed on sentiment. India imports roughly 90% of its oil, with a significant portion flowing through the Strait of Hormuz. At the sector level, the most notable contributions to returns came from consumer discretionary (+0.86%), financials (+0.43%), and industrials (+0.43%).
Global Fashion Group S.A. (GLFGF) Q1 2026 Earnings Call Transcript
Global Fashion Group S.A. (GLFGF) Q1 2026 Earnings Call Transcript
Artisan Global Opportunities Fund Q1 2026 Portfolio Activity
During the quarter, we initiated new positions in Edwards Lifesciences, Eli Lilly and Roblox. In addition to Linde, Shopify and Amazon, we also added to Woodward and Spotify during the quarter. We ended our investment campaigns in Netflix, Snowflake and RELX during the quarter.
Aston Martin Lagonda Global Holdings plc (ARGGY) Q1 2026 Earnings Call Transcript
Aston Martin Lagonda Global Holdings plc (ARGGY) Q1 2026 Earnings Call Transcript
Calamos Global Convertible Fund: Q1 2026 Contributors And Detractors
For the quarter ended March 31, 2026, the Calamos Global Convertible Fund returned 0.50% compared with the FTSE Global Convertible Index return of 2.00%. The fund benefited from security selection and an average overweight position in energy, where holdings in integrated oil & gas and oil & gas equipment & services added to returns. Lumentum Holdings' common stock and convertible advanced as investors increasingly recognized Lumentum's central role in the buildout of AI and cloud data centers.
Coinbase vs. Cboe Global: Which Exchange Stock Is the Better Buy?
Cboe Global's price gains, cheaper valuation and stronger 2026 outlook give it an edge over Coinbase in this exchange-stock faceoff.
S&P Global Q1 Earnings & Revenues Beat Estimates, Increase Y/Y
SPGI tops Q1 estimates with EPS & revenue growth of 13.7% & 10.4% y/y, respectively, driven by strength across Ratings, Indices & Market Intelligence segments.
Global Supply Shock Rattles LNG Production: Natural Gas ETFs in Focus
Global LNG output drops 8% as conflict disrupts supply. One may watch ETFs like UNG amid rising volatility and a fast-shifting gas market.
Will Cboe Global Pull Off a Surprise This Earnings Season?
CBOE's Q1 results are likely to reflect strong index options activity, market data demand and derivatives growth, with share buybacks providing added support.
