ETF Zoo: Is 2026 Finally THE Year for Global Equity?
The ETF Zoo debates the 2026 market outlook, including record-breaking surges into international equities, the shifting landscape of fixed income as money market allure fades, and the ongoing evolution of bitcoin and tokenized assets.
Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. In this episode, the group weighs in on whether international investing is actually back this time, if the "Sell America" trade has any legs, and whether small-caps deserve consideration when investors are looking to diversify. The conversation also ramps up over crypto and tokenization, two distinct and yet interrelated topics.
ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Nate Geraci, President of NovaDius Wealth management and Host of ETF Prime; Kirsten Chang, Senior Industry Analyst at TMX VettaFi; and Mike Akins, Founding Partner of ETF Action.
Topics Covered
- International Equity Resurgence: The panel discussed a massive pivot toward international equity ETFs, noting that flows are on pace to shatter previous annual records as investors seek diversification away from an over-concentrated and top-heavy U.S. tech market.
- The "Golden Age" of Fixed Income: With money market yields beginning to dip below 4%, the group shared their thoughts on fixed income investing, the yield curve, and more.
- The Small-Cap Verdict: There was a vigorous debate regarding a potential recovery for small-cap stocks, weighing catalysts like industrial reshoring and a weaker dollar against the persistent dominance of large-cap valuations.
- Bitcoin and Digital Assets Maturity: The panel explored the ongoing evolution of Bitcoin, debating whether it is finally reaching institutional maturity and comparing its performance against traditional safety plays like physical gold.
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