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Global X ETFs charts disruption for 2023


New York-based ETF issuers Global X ETFs has published ‘Charting Disruption 2023’, its second annual research report that seeks to help readers navigate the current landscape of accelerating change. 

The Global X Research Team writes that it partnered with a panel of hand-picked experts – across academia, the consulting industry, and the investing world – to chart these changes and identify the most critical developments on the horizon.

Pedro Palandrani, Director of Research at Global X, says: “I am incredibly proud to share Charting Disruption 2023 with the world. We promised something better, bigger, and stronger than last year, and I believe we have far exceeded our own expectations. Change is accelerating all around us, and this interactive report offers a roadmap for those looking to explore the disruptions that might lie ahead – both next year and beyond. From navigating disruptive technologies to unpacking changing consumer demand to preparing for the unique challenges of the future, Charting Disruption 2023 presents a guide to the trends, technologies and ideas transforming the world, and a glimpse into what might be next.”

Charting Disruption 2023 consists of 17 chapters, including insightful data sets and analyses, accompanied by bold predictions and forecasts. Throughout Charting Disruption 2023, Global X writes that it leveraged its contributors’ expertise and rigorous research to best anticipate the changes and critical developments that may lay ahead. The following key insights emerged:

Genomic Sequencing & Diagnostics: The global sequencing industry is expected to reach USD15 billion in revenue by 2030, opening the floodgates for a wide variety of healthcare segments that rely on the technology and spearheading improvements in early disease detection.

Therapeutics: The future of medicine offers a more nuanced, personalised approach to treat illnesses. Sales of next-generation medicines could potentially comprise 18 per cent of the USD1.35 trillion pharmaceutical market in 2030, up from 3 per cent of the USD856 billion market in 2022.

Telemedicine & Digital Health: The increased utilixation of digital offerings is driving telemedicine adoption. At maturity, one in every three patient visits is expected to be virtual.

Climate Change: The wind and solar power sectors are forecast to account for a combined 87.5 per cent of net electricity capacity additions from 2022 to 2032.

Mobility: Electric vehicles (EVs), including battery EVs (BEVs) and plug-in hybrid EVs (PHEVs), are forecast to reach annual sales of 63.1 million units in 2035, up from a projected 10.1 million units in 2022.

Disruptive Materials: Mining revenue from disruptive materials could increase five-fold to over USD250 billion by 2040, while coal mining revenues could decline by 59 per cent.

US Infrastructure Development: About 83 per cent of the US population is concentrated in urban areas, up from 70 per cent six decades ago, exacerbating the need for infrastructure improvements, especially in population centres.

Global Decarbonisation: Demand for the compliance and voluntary carbon markets is likely to increase significantly as corporations with net zero commitments work toward meeting targets, and prices in these markets are expected to rise with demand.

Big Data & SaaS: More than 180 zeta-bytes of data will be processed worldwide by 2025—nearly 3x that of 2020. As a result, we should see a rise in consumption of cloud-deployed software as businesses struggle to store, process, and understand their data.

Future of Commerce: Global e-commerce revenues are expected to top USD10 trillion by the end of the decade, accounting for nearly one-third of all retail spend.

Metaverse & Digital Experiences: By 2030, 88 per cent of the global population (over six years of age) is expected to be digitally connected, and in less than five years nearly 4.4 billion people worldwide are expected to have 5G connectivity.

Robotics: Sales of professional service robots, such as those used for delivery or healthcare, are become larger than industrial robotics, serving as a catalyst for a paradigm shift in 2023.

Artificial Intelligence: The global graphics processing unit (GPU) market is set to grow tenfold from USD25 billion in 2020 to USD247 billion by 2028.

Connectivity: By 2030, Internet of Things (IoT) adoption could generate USD12.6 trillion in economic value, a nearly eight-fold increase from 2020. Adoption is set to continue its rise, in many instances accelerated by the pandemic shifting consumer behaviours.

Future of Money: Survey data found that three in four Americans, including the vast majority of Millennial and Gen Z participants, prefer digital banking.

Blockchain: The rise of smart contract blockchains has catalysed the development of a new software stack that provides users with the tools to harness the potential of these general-purpose computing platforms. These protocols and applications make up the software infrastructure for the decentralised web.

Web3: As innovations across Web3 hardware and software stacks accelerate, there is evidence to suggest a positive feedback loop between application development, user adoption, and investment has been set in motion.

“Charting Disruption 2023 utilizes Global X’s unparalleled research capabilities to their fullest extent. As a leader in thematic investing, it is our responsibility to provide clients and investors around the world with the tools to understand and capitalise on powerful trends shaping the global economy,” says Luis Berruga, CEO of Global X. “We are thrilled to be able to share this transformational report, which spans a wide variety of innovative topics and is the culmination of many months of in-depth research and analysis.”

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