{"url":"https://etfiq.com/research/library/page/2/","section":"research","title":"ETF Research Library, Page 2 | ETFIQ","description":"ETF research papers 25 to 33 of 33, newest first, each summarized by ETFIQ and tested against its data as of Oct 21, 2026.","as_of":"Oct 21, 2026","structured_data":[{"@type":"CollectionPage","name":"Public ETF research, summarized and tested, page 2","description":"As of Oct 21, 2026, 33 papers; 8 carry an ETFIQ take with figures of our own.","url":"https://etfiq.com/research/library/page/2/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"ItemList","name":"Public ETF research, summarized and tested, page 2","numberOfItems":9,"itemListElement":[{"@type":"ListItem","position":1,"name":"Eye on the Market, Outlook 2026: Smothering Heights","url":"https://etfiq.com/research/library/j-p-morgan-eye-on-the-market-outlook-2026-smothering-heights/"},{"@type":"ListItem","position":2,"name":"Calamos Investment Team Outlooks, January 2026","url":"https://etfiq.com/research/library/calamos-calamos-investment-team-outlooks-january-2026/"},{"@type":"ListItem","position":3,"name":"The Year Ahead: 10 Crypto Predictions for 2026","url":"https://etfiq.com/research/library/bitwise-the-year-ahead-10-crypto-predictions-for-2026/"},{"@type":"ListItem","position":4,"name":"2026 outlook: Economic upside, stock market downside","url":"https://etfiq.com/research/library/vanguard-2026-outlook-economic-upside-stock-market-downside/"},{"@type":"ListItem","position":5,"name":"Target AI and policy-led growth from US to emerging markets","url":"https://etfiq.com/research/library/state-street-target-ai-and-policy-led-growth-from-us-to-emerging/"},{"@type":"ListItem","position":6,"name":"Global Market Outlook 2026: Forward with focus","url":"https://etfiq.com/research/library/state-street-global-market-outlook-2026-forward-with-focus/"},{"@type":"ListItem","position":7,"name":"2026 Investment Outlook: Resilience and Rebalancing","url":"https://etfiq.com/research/library/invesco-2026-investment-outlook-resilience-and-rebalancing/"},{"@type":"ListItem","position":8,"name":"Outlook 2026: Promise and Pressure","url":"https://etfiq.com/research/library/j-p-morgan-outlook-2026-promise-and-pressure/"},{"@type":"ListItem","position":9,"name":"ETF Share Class Operational Considerations","url":"https://etfiq.com/research/library/ici-etf-share-class-operational-considerations/"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Research","item":"https://etfiq.com/research/"},{"@type":"ListItem","position":3,"name":"Library","item":"https://etfiq.com/research/library/"},{"@type":"ListItem","position":4,"name":"Page 2","item":"https://etfiq.com/research/library/page/2/"}]},{"@type":"WebPage","name":"ETF Research Library, Page 2","description":"ETF research papers 25 to 33 of 33, newest first, each summarized by ETFIQ and tested against its data as of Oct 21, 2026.","url":"https://etfiq.com/research/library/page/2/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":4123,"truncated":false,"content":"ETFIQ / Research / Library / Page 2 \n \n Index as of Oct 21, 2026 \u00b7 updated when a paper is added.\n Research Library \u00b7 33 papers \u00b7 12 firms\n Public ETF research, summarized and tested, page 2\n Papers from issuers, banks, research firms and industry bodies, each summarized in ETFIQ\u2019s words with a link to the firm\u2019s own page, and tested against ETFIQ\u2019s data where it can be.\n As of Oct 21, 2026, 33 papers; 8 carry an ETFIQ take with figures of our own.\n Papers by topic\n Flows 16 Bonds 12 Outlooks 9 Themes 8 Crypto 3 Buffer 2 Income 2 By kind of source\n Issuer Bank Industry body Papers\n 25 to 33 of 33\n J.P. Morgan \u00b7 Bank \u00b7 Jan 3, 2026 \u00b7 ETFIQ take\n Eye on the Market, Outlook 2026: Smothering Heights \n J.P. Morgan's January 2026 outlook says 42 AI-related firms produced 65%-75% of S&P 500 profits, earnings and capex since late 2022.\n Outlooks Themes Read the paper \u2197 \n Calamos \u00b7 Issuer \u00b7 Jan 2, 2026 \u00b7 ETFIQ take\n Calamos Investment Team Outlooks, January 2026 \n Calamos, in its January 2026 investment team outlook, reports that global convertible bond issuance topped $166 billion in 2025, close to a record level.\n Outlooks Bonds Read the paper \u2197 \n Bitwise \u00b7 Issuer \u00b7 Dec 15, 2025 \u00b7 ETFIQ take\n The Year Ahead: 10 Crypto Predictions for 2026 \n Bitwise, in its December 2025 outlook, forecasts more than 100 new U.S. crypto-linked ETF launches during 2026, among 10 predictions it calls estimates, not guarantees.\n Crypto Read the paper \u2197 \n Vanguard \u00b7 Issuer \u00b7 Dec 10, 2025 \u00b7 ETFIQ take\n 2026 outlook: Economic upside, stock market downside \n Vanguard's December 2025 outlook expects muted US stock returns over five to 10 years and sets its VEMO portfolio at 60% bonds and 40% stocks.\n Outlooks Bonds Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Dec 3, 2025 \n Target AI and policy-led growth from US to emerging markets \n State Street Investment Management's December 2025 outlook says consensus 2026 capital spending estimates for major hyperscalers have reached $519 billion, up from $314 billion.\n Themes Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Dec 3, 2025 \u00b7 ETFIQ take\n Global Market Outlook 2026: Forward with focus \n State Street Investment Management's December 2025 outlook cites consensus estimates that Magnificent 7 capital spending will reach about $520 billion in 2026, over 30% higher.\n Outlooks Themes Read the paper \u2197 \n Invesco \u00b7 Issuer \u00b7 Dec 1, 2025 \u00b7 ETFIQ take\n 2026 Investment Outlook: Resilience and Rebalancing \n Invesco's December 2025 outlook expects stocks to keep rising in 2026, noting global stocks gained 17.5% in 2025 through October on the MSCI World Index.\n Outlooks Read the paper \u2197 \n J.P. Morgan \u00b7 Bank \u00b7 Nov 17, 2025 \u00b7 ETFIQ take\n Outlook 2026: Promise and Pressure \n J.P. Morgan's November 2025 outlook says large US tech companies may spend over $500 billion on capex in 2026, versus $150 billion in 2023.\n Outlooks Themes Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Oct 23, 2025 \u00b7 ETFIQ take\n ETF Share Class Operational Considerations \n An October 2025 Investment Company Institute paper says at least 75 asset managers had sought SEC relief to add ETF share classes to existing mutual funds.\n Flows Read the paper \u2197 \n 1 2 Firms in the library\n Investment Company Institute 8 State Street Investment Management 6 First Trust 4 Bitwise 3 Vanguard 3 Allianz Investment Management 2 J.P. Morgan 2 BlackRock 1 Calamos 1 Invesco 1 J.P. Morgan Asset Management 1 UBS 1 How the library works\n Each entry is a summary in ETFIQ\u2019s words and a link to the firm\u2019s own page; ETFIQ does not host the papers. Where a paper makes a claim ETFIQ\u2019s data can test, \"The ETFIQ take\" states the paper\u2019s figure and ETFIQ\u2019s figure side by side, dated, with links to the fund, desk or research page. A summary that fails a check is held, never published. How the library is made \n ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/page/2/ Free to use with attribution . Open data \n ETFIQ is not affiliated with any firm listed here; logos identify the source.","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/page/2/"}