With markets enjoying a period of relative calm, now may be a strategic moment to re-evaluate core equity allocations. As Global X ETFs’ Head of Investment Strategy, Scott Helfstein, points out, major equity indexes have evolved, now often carrying elevated foreign revenue, concentration, and volatility risks. Investors are encouraged to layer in screening or factor‑based strategies—such as focusing on domestic revenue, quality, or momentum—to manage downside without sacrificing upside.
“In our view, the current relative calm is an ideal time to assess core positioning, in terms of understanding embedded risks in major indexes and possible ways of addressing those risks. While we believe that the path of least resistance for equity markets is higher over the next few months, air pockets that introduce new risks, reversals, and volatility could emerge when the tariff pause ends in August,” opines Helfstein.
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