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World Markets Watchlist: February 2, 2026

Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CAC 40 from France, the Nikkei 225...
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Active ETF Flows Hit Record Highs in January

Active ETF strategies registered a record $65 billion of inflows in January 2026. That accounted for nearly 40% of the month’s total ETF flows as investors shifted toward manager-driven approaches, according to State Street Investment Management. The surge reflects growing adoption in the active...
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Record January ETF Flows Highlight Rotation Away From Concentration

The ETF industry has carried its record-breaking momentum from 2025 into the new year, surpassing $100 billion in net flows before the end of January.  By the end of the month, flows into U.S. ETFs totaled $165 billion — the most ever for...
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Q4 Recap: International Wins the Year

Global Equities Overcome Economic Uncertainty ...
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The AI Conversation Shifts: Davos, Siri, & Claude, Oh My!

The recent World Economic Forum Annual Meeting in Davos 2026 made one thing clear: The AI conversation has shifted from “will this work?” to “how fast, who gets displaced, and what do we do in a world of Artificial General Intelligence (AGI)?”  Meanwhile,...
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Disorder In Davos | ETF Trends

SUMMARY The ‘Trump Doctrine’ represents a new world order of diminished multilateralism in foreign relations. This is unlikely to harm US stocks in the near-term, due to economic resilience…. but may lead to greater long-term uncertainty. Geopolitical crises rarely lead to lower US stock prices over...
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