{"url":"https://etfiq.com/research/library/source/bank/","section":"research","title":"ETF Research from Banks | ETFIQ","description":"3 public ETF research papers from banks, each summarized by ETFIQ and tested against its data as of Oct 21, 2026.","as_of":"Oct 21, 2026","structured_data":[{"@type":"CollectionPage","name":"ETF research from banks","description":"As of Oct 21, 2026, 3 papers; 3 carry an ETFIQ take with figures of our own.","url":"https://etfiq.com/research/library/source/bank/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"ItemList","name":"ETF research from banks","numberOfItems":3,"itemListElement":[{"@type":"ListItem","position":1,"name":"CIO maintains a positive investment outlook for global equities","url":"https://etfiq.com/research/library/ubs-cio-maintains-a-positive-investment-outlook-for-global/"},{"@type":"ListItem","position":2,"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":3,"name":"Outlook 2026: Promise and Pressure","url":"https://etfiq.com/research/library/j-p-morgan-outlook-2026-promise-and-pressure/"}]},{"@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":"Banks","item":"https://etfiq.com/research/library/source/bank/"}]},{"@type":"WebPage","name":"ETF Research from Banks","description":"3 public ETF research papers from banks, each summarized by ETFIQ and tested against its data as of Oct 21, 2026.","url":"https://etfiq.com/research/library/source/bank/","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":2275,"truncated":false,"content":"ETFIQ / Research / Library / Banks \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 ETF research from banks\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, 3 papers; 3 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 1 to 3 of 3\n UBS \u00b7 Bank \u00b7 Jan 6, 2026 \u00b7 ETFIQ take\n CIO maintains a positive investment outlook for global equities \n 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.\n Outlooks Themes Read the paper \u2197 \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 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 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/source/bank/ 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/source/bank/"}