# ETF Research Library, Page 2 > ETF research papers 25 to 33 of 33, newest first, each summarized by ETFIQ and tested against its data as of Oct 21, 2026. Data as of Oct 21, 2026. Rebuilt every trading night. Index as of Oct 21, 2026 · updated when a paper is added. Research Library · 33 papers · 12 firms ## Public ETF research, summarized and tested, page 2 Papers from issuers, banks, research firms and industry bodies, each summarized in ETFIQ’s words with a link to the firm’s own page, and tested against ETFIQ’s data where it can be. As of Oct 21, 2026, 33 papers; 8 carry an ETFIQ take with figures of our own. ### Papers by topic ### By kind of source ### Papers 25 to 33 of 33 J.P. Morgan · Bank · Jan 3, 2026 · ETFIQ take #### Eye on the Market, Outlook 2026: Smothering Heights 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. Outlooks Themes Read the paper ↗ Calamos · Issuer · Jan 2, 2026 · ETFIQ take #### Calamos Investment Team Outlooks, January 2026 Calamos, in its January 2026 investment team outlook, reports that global convertible bond issuance topped $166 billion in 2025, close to a record level. Outlooks Bonds Read the paper ↗ Bitwise · Issuer · Dec 15, 2025 · ETFIQ take #### The Year Ahead: 10 Crypto Predictions for 2026 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. Crypto Read the paper ↗ Vanguard · Issuer · Dec 10, 2025 · ETFIQ take #### 2026 outlook: Economic upside, stock market downside 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. Outlooks Bonds Read the paper ↗ State Street Investment Management · Issuer · Dec 3, 2025 #### Target AI and policy-led growth from US to emerging markets 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. Themes Read the paper ↗ State Street Investment Management · Issuer · Dec 3, 2025 · ETFIQ take #### Global Market Outlook 2026: Forward with focus 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. Outlooks Themes Read the paper ↗ Invesco · Issuer · Dec 1, 2025 · ETFIQ take #### 2026 Investment Outlook: Resilience and Rebalancing 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. Outlooks Read the paper ↗ J.P. Morgan · Bank · Nov 17, 2025 · ETFIQ take #### Outlook 2026: Promise and Pressure 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. Outlooks Themes Read the paper ↗ Investment Company Institute · Industry body · Oct 23, 2025 · ETFIQ take #### ETF Share Class Operational Considerations 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. Flows Read the paper ↗ ### Firms in the library ### How the library works Each entry is a summary in ETFIQ’s words and a link to the firm’s own page; ETFIQ does not host the papers. Where a paper makes a claim ETFIQ’s data can test, "The ETFIQ take" states the paper’s figure and ETFIQ’s 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 --- Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices. Cite: ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/page/2/ Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms. HTML: https://etfiq.com/research/library/page/2/