Passive International ETFs

AI leadership isn’t one race. From chips and power to models and industrial deployment, global countries are positioned to capture unique value in different layers of the AI stack.

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital has begun to flow back into Latin America’s largest economy.

Marcus Weyerer, Director of ETF Investment Strategy EMEA, explores the challenges of India’s current high dependence on imported oil—and its energy transition.

As the ETF universe continues to expand, a fundamental shift is underway with investors moving beyond simple market access toward outcome-driven construction. Dina Ting, Head of Global Index Portfolio Management, discusses how different index-based ETF strategies are being used to design portfolios aligned with specific goals rather than just reacting to market noise.

Saudi Arabia’s decision to open its equity market to all foreign investors marks a turning point for global portfolios. Dina Ting and Marcus Weyerer provide an analysis of the Kingdom’s long-standing ownership barriers and the implications for capital flows and long-term market integration.

After years of US mega-cap dominance, global equity markets are changing course. Correlations have fallen, monetary policies are diverging, and regional drivers are reshaping returns. This analysis explores what’s behind these shifts, the opportunities we believe are likely to emerge, and why we believe global diversification deserves a fresh look in 2026.