Recent market dynamics suggest a notable shift in ETF performance. After two years of stellar U.S. equity performance, driven by major tech stocks, the investment landscape is evolving rapidly. CFRA’s latest thematic research reveals how proposed tariffs and changing inflation expectations are significantly influencing ETF performance, favoring non-U.S. equities—particularly Chinese tech and European defense stocks.
In this insightful report, you'll discover:
- Why U.S. equity ETFs are underperforming their global counterparts since recent tariff proposals.
- How shifting U.S. Federal Reserve rate expectations are reshaping investment outlooks.
- Key global sectors driving significant gains outside the U.S., including detailed analysis of Chinese tech and European defense industry ETFs.
Download the full research now to uncover strategic opportunities and position your investments wisely.
