Luis Berruga
The Visionary
The future, and what is barely possible, reads round the next corner.
Luis Berruga reads as The Visionary because he has oriented Global X entirely around anticipating structural economic transformation before it becomes consensus. He argues that transformative companies like Google were only capturable by investors who rejected present-tense thinking, and he frames robotics, AI, and cloud computing as structural shifts rather than sectors. That conviction, that product strategy should be built around historical inevitability rather than current demand, defines his leadership.
“The world is changing at the fastest pace that we have seen at any point in history. Many financial advisors and clients are telling us that an investment approach that looks into the future is needed, and that's where thematic investing comes into play.”
“How do you invest in Google or Facebook in 2003? You only invest in those companies if you are taking an investment approach that is looking into the future, because those business models simply didn't exist.”
“We look at very powerful, disruptive macro level trends that we think will shape the economy over the coming decades — robotics and artificial intelligence, cyber security, cloud computing. We're literally looking for structural shifts in the economy.”
Masters in Business: “Luis Berruga on ETF Investments”
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