Global X Announces the Release of Its Annual 'Charting Disruption' Thematic Outlook for 2025 and Beyond
This year's outlook covers innovation and disruption across technology, infrastructure, environment, and healthcare.
NEW YORK, Dec. 16, 2024 /PRNewswire/ -- Global X Management Company LLC (Global X) today announced the launch of Charting Disruption: Outlook for 2025 and Beyond, the firm's fourth annual thought leadership piece. This year's outlook explores key factors shaping markets and industries including technology, infrastructure and the environment, and healthcare. Produced in partnership with Bloomberg Media, Charting Disruption features insights from leading corporates including John Deere, d-Matrix and Insilico Medicine, along with Global X Research analysts.
"Charting Disruption identifies the major disruptors driving change in everyday life, and which stand to benefit from structural shifts in the global economy," said Ryan O'Connor, Chief Executive Officer at Global X. "Global X was founded on the principle of offering innovative investment solutions; Charting Disruption continues this tradition by clarifying complex themes for investors to consider in their portfolio positioning."
"Robust thematic research is at the heart of Global X. In Charting Disruption, we employ our rigorous research process to explore rapidly evolving trends, along with the companies that stand to benefit from the materialization of those trends," said Pedro Palandrani, Head of Product Research & Development at Global X. "From paradigm-shifting technologies to infrastructure and the environment to new innovations in healthcare, we are thrilled to present Charting Disruption as a roadmap for investors navigating an ever-changing world."
Key Insights:
- Paradigm-Shifting Technologies
- Existing everyday technology is being reshaped by AI, and spurring a potential upgrade cycle for smartphones.
- U.S. data center capacity continues to grow, increasing U.S. power demand and spurring new technological advancements.vi
- Software growth is changing cybersecurity needs as cloud-native and AI-native security solutions come to market.viii
- Infrastructure & Environment
- Power grids are at an inflection point due to increasing consumption from AI data centers, EVs, and manufacturing facilities
- Extreme weather poses risks to global infrastructure, and accomplishing global climate change objectives require significant investment.xi
- Aging power grid assets in the U.S. pose both a risk and an opportunity for spending significant amounts of still unallocated federal funds.xiii
- Advancing Healthcare
- Generative AI may reshape and expedite the drug discovery process, generating cost efficiencies and more affordable medicine.xiv
- GLP-1s are defining the next generation of weight loss treatment, potentially yielding substantially economic benefits through the prevention of chronic diseases.xviii
- Revenues from genomicmedicines are expanding as genomics address a growing number of illnesses.xx
Global X has been at the forefront of innovation and disruption for over 15 years, and Charting Disruption leverages the firm's expertise on the powerful trends shaping the global economy. Through analyses, interviews, video explorations, charts and more, Charting Disruption reveals what we expect to disrupt our world in 2025 and beyond. The research was produced in partnership with Bloomberg Media Studios. To explore the interactive website, click here or visit www.chartingdisruption.com. To download the full report, click here. To view accessible media assets and graphs, click here.
Bloomberg Media Studios is a creative studio at the heart of Bloomberg Media.
About Global X Management Company LLC
Global X was founded in 2008. For more than fifteen years, our mission has been empowering investors with unexplored and intelligent solutions.
Global X is a member of Mirae Asset Financial Group, a global leader in financial services, with more than $630 billion in assets under management worldwide.xxi Mirae Asset has an extensive global ETF platform ranging across the US, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.
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Risk Information
Information provided by Global X Management Company LLC.
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit nor guarantee against a loss.
This material represents 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. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.
vi Gooding, M. (2024, January 15). Newmark: US Data Center Power Consumption to Double by 2030. Data Center Dynamics.
viii Global X ETFs forecast with information derived from: Gartner, Aug 2024.
xi Organisation for Economic Co-operation and Development (OECD). (2024, April 9). Infrastructure for a Climate-Resilient Future.
xiii Latson, S., Overly, S., Rivard, R., Hendel, J. & Mui, C. (2024, May 8). Biden's Big Bet Hits Reality. Politico.
xiv Bloomberg Intelligence. (2024, August 14). Generative-AI Revenue Potential.
xviii U.S. Centers for Disease Control and Prevention (CDC). (2024, July 12). Fast Facts: Health and Economic Costs of Chronic Conditions.
xx Evaluate Pharma. (n.d.). Cell Therapy: Technology Overview.; Evaluate Pharma. (n.d.). Gene Therapy: Technology Overview.; Evaluate Pharma. (n.d.). Gene-Modified Cell Therapy: Technology Overview.; Evaluate Pharma. (n.d.). Genome Editing: Technology Overview.; Evaluate Pharma. (n.d.). Genomic Medicine Revenues by Indication. All accessed 1 Nov 2024.
xxi Mirae Asset, as of November 2024
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