Trillions ETFs to Watch in 2026
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Jan 1, 2026 In this insightful discussion, Athanasios Psarofagis and James Seyffart, both Bloomberg Intelligence ETF analysts, share their expertise on ETFs to keep an eye on for 2026. They delve into intriguing themes like the performance of Vanguard’s VXUS and the rise of political-driven investments like OTGL in Latin America. The duo also highlights the potential risks of leveraged ETFs and discusses innovative funds such as the R&D-focused LRND and the UFO-themed UFOD, showcasing the dynamic landscape of the ETF market.
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Private Equity In ETFs Is A Growing Frontier
- XOVR and other ETFs combining private assets are meeting strong unmet demand for private-equity exposure.
- SpaceX IPO speculation turbocharged flows, showing investor appetite for earlier access to private companies.
Government-Linked Stocks Are A Thematic Bet
- ETFs that track political or government-favored companies (e.g., GRIFT) aim to profit from state backing and insider-government signals.
- Such thematic ETFs can attract sizable assets by exploiting policy-driven corporate support.
Use Price-Return Treasuries For Tax Efficiency
- Use tax-aware products like BOXX that mimic Treasury returns but defer income to qualify for lower long-term capital gains.
- Consider them if you face high ordinary income tax rates and can hold beyond one year.