From geopolitical shocks to surprise tariffs and the steady march of innovation, ETF markets are evolving fast. In the full video, our research team breaks down the biggest stories so far this year:
- Tariffs: Unexpected scope has hit some countries and sectors hard—while others, like Brazil and low-volatility equity strategies, are holding up well.
- Private Credit ETFs: Products like PRIV are opening new doors for retail and institutional investors, but the details of holdings still matter.
- Fee Cuts: Vanguard is leading a new wave of cost compression, which could reshape investor returns and fund flows.
Watch a short snippet of the full video.