Q1 Flows: From Gold to Mag 7 Digital Sovereignty
Curious where the money is actually going this year? The ETF Zoo crew this week breaks down 2026 Q1 trends, international and single country investing, gold, oil and shipping tanker price action, and more.
Welcome to ETF Zoo, where we check in on the latest happenings in the wild world of ETFs. This week's episode steps back to review the first quarter flows, including ongoing investment into international and if $2 trillion is still on the table. The crew also discusses the role gold plays in modern portfolios, activity in oil, ETF tax regulation, and more.
ETF.com hosts Dave Nadig, President & Director of Research, and Sumit Roy, Senior ETF Analyst, are joined this week by Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, and Kirsten Chang, Senior Industry Analyst at TMX VettaFi.
This podcast is available to listen to on Spotify and Apple Podcasts. If you prefer to watch this conversation instead, you can find that here or over on our YouTube channel.
Topics Discussed
- With half a trillion in flows already this year, is $2 trillion actually attainable? Tune in to find out where all that money has gone so far, and investors should be mindful of.
- Active management continues to take the lion's share of new launches while growing assets managed at a disproportionate pace.
- Is gold being recategorized in portfolios? Find out the role it plays as a zero-correlation asset and how retail investors are using it.
- Oil prices might be one of the most closely watched assets in markets right now, but one niche, oil-adjacent ETF is ripping this year. Is it worth investing in?
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