Charting Disruption 2025: Charting Disruption 2025: Infrastructure & Environment – Global X ETFs – 1.30.25

Summary:

In today’s rapidly evolving market landscape, thematic investing offers a strategic approach to capture structural changes reshaping our world. Rather than traditional sector or geographic allocations, this approach targets companies positioned to benefit from transformative trends driven by technological innovation, demographic shifts, and evolving consumer behaviors.

The United States, similar to many other countries, likely sits poised at the beginning of an infrastructure renaissance, reflecting the demands of several powerful converging global trends, including climate change, electrification, technology advancements, and aging assets. In addition, government policies could lead to trillions in public and private investments for the development of infrastructure assets around the world. As the world struggles to reduce its carbon footprint, vast swaths of the built environment are being remade to become more energy efficient and resilient.

Join us as we explore these key investment themes:

• Infrastructure: Aging infrastructure assets are a common concern among developed countries. For example, nearly 50% of power grid infrastructure assets in the U.S. are over 20 years old. Federal policies in the U.S. have outlined over $1 trillion in public infrastructure spending, and around 35% of appropriated funds have not been allocated.
• CleanTech: Investments into the technologies that can yield significant global greenhouse gas emissions cuts and limit warming must total an estimated $150 trillion between 2023 and 2050.
• Mobility: Electric vehicles (EVs) are no longer a niche segment within the automotive industry. EVs could account for over 55% of global vehicle sales by 2035.

View the full Charting Disruption experience: globalxetfs.com/charting-disruption

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Madeline joined Global X in 2022 as a Research Analyst covering the suite of Thematic Growth ETFs related to Infrastructure & the Environment. 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.

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. 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.