Global X’s Jacobs On Thematic Investing

Jay Jacobs, Head of Research & Strategy, Global X and his team of research analysts discuss disruptive technologies and their implications on a post COVID world.

Global X, offering more than 70 ETFs, is a major player in thematic investing. The firm’s Thematic Growth suite provides access to disruptive technologies, such as e-commerce and cloud computing, as well as more human-centric themes such as education and all things millennials. Ultimately these ETFs aim to pinpoint stocks likely to benefit from emerging trends or major shifts in the economic landscape.

Since the COVID related global shutdown in March of 2020, many businesses have reopened and the economy has somewhat recovered. Jacobs highlights the powerful disruptive technologies that have paved the way for the economy to reopen. For example, the firm’s research indicates that e-commerce will continue to see increased market share in the face of closed storefronts, cloud computing will be critical to the millions of companies shifting to a work from home model, and the internet of things could have a major impact on contact tracing, temperature readings and early detection.

Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform. Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder.

To learn more, register for Global X’s webcast: How Disruptive Technologies Are Enabling the Re-opening Economy.

As governments and business leaders around the world look to re-ignite economic growth in wake of the COVID-19 pandemic, concerns remain around how to safely and responsibly bring people back to offices, schools, and stores. In this webcast, Global X’s thematic research team evaluates the challenges facing the re-opening economy and which technologies will play a critical role in the new normal, such as the Internet of Things, Cloud Computing, Genomics, and Telemedicine.

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