CIO maintains a positive investment outlook for global equities
ETFIQ take
UBS's January 2026 note keeps a positive view on global equities and sees around 10% upside by year-end for MSCI's All Country World index.
Research Library · 33 papers · 12 firms
ETF research from banks
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, 3 papers; 3 carry an ETFIQ take with figures of our own.
Filters are links to pages of their own; the chips mark the page you are on. Newest first. 24 per page. "ETFIQ take" marks a paper with figures of ours beside its own.
Eye on the Market, Outlook 2026: Smothering Heights
ETFIQ take
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.
Outlook 2026: Promise and Pressure
ETFIQ take
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.
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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. Method →
ETFIQ is not affiliated with any firm listed; logos identify the source. To add or correct a paper: [email protected].
Cite this pageCitation, APA and Markdown
ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/source/bank/
ETFIQ is not affiliated with any firm listed here; logos identify the source.