# Themes ETF Research: Papers and Summaries

> 8 public research papers on thematic etfs from issuers, banks and research firms, 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

## Research on thematic etfs

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, 8 papers; 5 carry an ETFIQ take with figures of our own.

### Papers by topic

### By kind of source

### Papers

1 to 8 of 8

First Trust · Issuer · Oct 15, 2026

#### ETF Newsletter - October 2026

First Trust's October 2026 ETF newsletter reports that its AIRR industrials fund fell 22.5% in the third quarter, as stocks tied to AI data centers weakened.

Themes Read the paper ↗

Investment Company Institute · Industry body · Jun 5, 2026

#### What’s Next for ETFs: Innovation, Distribution, and the Investor Experience

In June 2026, the Investment Company Institute previewed its Nashville ETF Conference of June 8 to 10, with ETF share classes, AI and tokenization on the agenda.

Flows Themes Read the paper ↗

BlackRock · Issuer · Jan 13, 2026 · ETFIQ take

#### 2026 Trends Shaping Investment Products

BlackRock's January 2026 trends paper counts more than 4,700 ETFs in the U.S., with over a third launched within the last two years.

Flows Themes Bonds Read the paper ↗

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 ↗

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 ↗

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/topic/themes/
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/topic/themes/