We’re halfway through 2026, and markets have been anything but quiet. Geopolitical tensions, shifting central bank signals, uneven growth, and a steady stream of market-moving headlines have left investors with plenty to digest.
Join us for an interactive conversation focused on the road ahead: what could go right, what could go wrong, and how investors may want to think about positioning for the second half of 2026.
Two speakers will unpack the market outlook from a U.S., Canadian, and global perspective, exploring key questions such as:
- Inflation: last mile or next shock?
Are central banks closer to victory, or could sticky services inflation and energy risks complicate the path?
- Rates: pause, pivot, or surprise?
What could drive the next move from the Fed, Bank of Canada and central banks around the world? And what would it mean for fixed income markets and the global economy? - AI boom or bubble risk?
Is mega-cap tech spending setting up a productivity super cycle, or are concentration and valuations flashing warning signs? - Trade reset or fragmentation risk?
As tariffs, supply chains, and industrial policy reshape global commerce, where are the risks, and where could winners emerge? - Commodities super cycle or short-term surge?
As AI infrastructure, electrification, power demand, and supply constraints reshape the need for critical resources, are commodities becoming a more important portfolio opportunity? - Canada: value opportunity or warning sign?
With Canadian equities trading at a discount to U.S. markets, could improving sentiment, lower rates, or stronger commodity exposure help close the gap?
Date: June 4, 2026
Time: 2:00 PM to 3:00 PM EST
Duration: 60 minutes, including audience Q&A
For advisors: CE credits pending. You must attend the full duration of the webinar to qualify.
Can’t make it live? Register anyway and we’ll send you the replay.
About the Speakers
Raghav Mehta, CFA®
VP, ETF Strategist, Global X Canada
Raghav Mehta is responsible for conducting research on behalf of Global X Canada to gain market insights and drive idea generation across equities, fixed income and alternative ETFs. He is directly involved in growing Global X’s ETF distribution efforts, national accounts, investment research and market presence while communicating ETF product capabilities, competitor intelligence and market trends to clients, prospects and industry experts across Canada. Mr. Mehta is focused on helping advisors and institutional clients understand how they can incorporate ETFs into their investment portfolios.
Raghav started his career trading bonds as a fixed income trader and worked at Scotia Capital and RBC Capital Markets. He previously worked at Fidelity Investments as an ETF Strategist.
Mr. Mehta holds a business degree from the University of Toronto and is a CFA® (Chartered Financial Analyst) Charterholder.
Scott Helfstein
SVP, Head of Investment Strategy, Global X U.S.
Scott joined Global X in 2022. He is responsible for delivering actionable insights and innovative investment strategies to clients, researching trends at the intersection of accelerating technological, demographic, and environmental change. Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs. Scott is the co-chair of the Business and Security Roundtable at Fordham University’s Center for National Security and is a Fellow at the Center for Cyber and Homeland Security at Auburn University. He served as an Assistant Professor of Social Science at the U.S. Military Academy and the Director of Research at West Point’s Combating Terrorism Center, working across 60 government offices. He is also a member of the Economic Club of New York and was a Term/Corporate Member in the Council on Foreign Relations. Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University.
DISCLAIMER
This session is intended for informational and educational purposes only and will focus on market observations and portfolio considerations rather than specific investment recommendations.
This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase investment products (the “Global X Funds”) managed by Global X Investments Canada Inc. and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.
All comments, opinions and views expressed are generally based on information available as of the date of publication and should not be considered as advice to purchase or to sell mentioned securities. Before making any investment decision, please consult your investment advisor or advisors.
