# ETF Research from Banks

> 3 public ETF research papers from banks, 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

## 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.

### Papers by topic

### By kind of source

### Papers

1 to 3 of 3

UBS · Bank · Jan 6, 2026 · ETFIQ take

#### CIO maintains a positive investment outlook for global equities

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.

Outlooks Themes Read the paper ↗

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 ↗

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 ↗

### 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

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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/source/bank/
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/source/bank/