The rise (and potential) fall of ETFs

What's driving this multitrillion-dollar market?

The ETF market continues to see remarkable growth, with projections well into the tens of trillions of U.S. dollars worldwide over the next few years. What is driving this momentum? Which regions and sectors are seeing the most inflows? What types of products are available and emerging? This collection of insights from PwC, STOXX, S&P Dow Jones Indices, and more is designed to help investors assess the dynamics behind the ETF universe. 

The Landscape of Options-Based Index Strategies (S&P Dow Jones Indices)

How options-based ETF use may potentially enhance portfolio resilience, improve performance and risk profiles, and provide market participants with tools for navigating market volatility.

Democratizing Autocallable Notes via an ETF (Calamos Investments)

Autocallable yield notes offer a differentiated income source that has captured investor interest despite their operational limitations (high minimums, tax complexity, manual reinvestment).

ETFs 2030: Capitalizing on Disruptive Innovation (PwC)

The digital revolution is powering the next big leap in ETF growth and innovation. The impact is transforming investor expectations and the operating models needed to meet them.

Investing in Europe’s Defense: Why an ETF Could Make Sense (BNP Paribas AM)

An effective way to seize the opportunity around Europe’s accelerating defense spending could be through a diversified ETF that aims to capture the breadth of companies involved.

ETFs Get Record Inflows as Sentiment on European Equities Improves (STOXX)

Optimism around structural reforms has prompted renewed investor interest in Europe, evidenced by record ETF inflows.

Why Now for Active Fixed Income ETFs (Fidelity International)

For compliance reasons, this paper is only accessible in certain geographies

Yields in corporate debt markets have continued to rise, bringing the asset class back into focus for investors. Liquid, transparent, and cost-efficient ETFs can offer investors cost-effective access.

Gold ETF Flows: February 2026 (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

Flows in ETFs often highlight short-term and long-term opinions and desires to holding gold, and gold inflows continue to trend up.

Trends in the European Investment Fund Industry Q4 2025 (EFAMA)

European investment funds closed 2025 on a strong note. What is driving investors to Europe, and which fund categories saw the largest inflows?

Global ETF Industry Review: January 2026 (LSEG)

The global ETF industry continues to grow, but which asset classes are attracting the most attention?

2026 Global ETF Investor Survey: Uncharted Opportunity (BBH)

While investors expect to broaden the range of ETF issuers they work with, gaps in education, research tools, asset scale, and platform availability continue to act as barriers to further ETF adoption.

What Will Shape Europe's ETF Market in 2026? (ETF Stream)

An interview with Amanda Rebello, global head of ETF and index fund sales at UBS Asset Management, on the trends she expects to shape Europe’s ETF market through 2026.

ETFs: Rising Growth and 2026 Momentum (EY)

ETFs’ remarkable growth in 2025, driven by active ETF innovation, retail expansion, and tokenization, signals a complex future of increasing sophistication and competition.

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Autocallable ETFs for Today’s Yield-Constrained Markets (Calamos Investments)

For compliance reasons, this paper is only accessible in certain geographies

Autocallable ETFs offer institutions a differentiated way to enhance portfolio yield without relying on credit risk, bridging the gap between traditional fixed income and higher income targets.