{"url":"https://etfiq.com/research/library/topic/outlooks/","section":"research","title":"Outlooks ETF Research: Papers and Summaries | ETFIQ","description":"9 public research papers on market outlooks from issuers, banks and research firms, summarized by ETFIQ and tested against its data as of Oct 21, 2026.","as_of":"Oct 21, 2026","structured_data":[{"@type":"CollectionPage","name":"Research on market outlooks","description":"As of Oct 21, 2026, 9 papers; 9 carry an ETFIQ take with figures of our own.","url":"https://etfiq.com/research/library/topic/outlooks/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"ItemList","name":"Research on market outlooks","numberOfItems":9,"itemListElement":[{"@type":"ListItem","position":1,"name":"Market Forecasts: Q2 2026","url":"https://etfiq.com/research/library/state-street-market-forecasts-q2-2026/"},{"@type":"ListItem","position":2,"name":"Forecasts as of January 2026.","url":"https://etfiq.com/research/library/first-trust-forecasts-as-of-january-2026/"},{"@type":"ListItem","position":3,"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":4,"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":5,"name":"Calamos Investment Team Outlooks, January 2026","url":"https://etfiq.com/research/library/calamos-calamos-investment-team-outlooks-january-2026/"},{"@type":"ListItem","position":6,"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":7,"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":8,"name":"2026 Investment Outlook: Resilience and Rebalancing","url":"https://etfiq.com/research/library/invesco-2026-investment-outlook-resilience-and-rebalancing/"},{"@type":"ListItem","position":9,"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":"Outlooks","item":"https://etfiq.com/research/library/topic/outlooks/"}]},{"@type":"WebPage","name":"Outlooks ETF Research: Papers and Summaries","description":"9 public research papers on market outlooks from issuers, banks and research firms, summarized by ETFIQ and tested against its data as of Oct 21, 2026.","url":"https://etfiq.com/research/library/topic/outlooks/","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":3993,"truncated":false,"content":"ETFIQ / Research / Library / Outlooks \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 Research on market outlooks\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, 9 papers; 9 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 9 of 9\n State Street Investment Management \u00b7 Issuer \u00b7 Apr 22, 2026 \u00b7 ETFIQ take\n Market Forecasts: Q2 2026 \n In its April 2026 forecasts, State Street Investment Management expects US economic growth of 2.3% in 2026, a slight cut tied to recent geopolitical events.\n Outlooks Bonds Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Jan 7, 2026 \u00b7 ETFIQ take\n Forecasts as of January 2026. \n In its January 2026 forecast, First Trust sets a year-end S&P 500 target of 6,000 and expects real GDP growth of 2% for 2026.\n Outlooks Read the paper \u2197 \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 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 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 \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 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/topic/outlooks/ 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/topic/outlooks/"}