H2 2026

Thematic & Active Review

Explore our independant survey of 50 wealth managers across Europe, along with insights and outlooks from industry experts on a wide range of themes, topics and strategies.

Featuring:

  • ETF and ETC Survey

  • Fund Performance Analysis

  • Thematic deep-dive

Included in this edition:

  • Exclusive ETF and ETC survey: 50 wealth managers from across Europe answer questions, including the investment themes they are bullish or bearish on, preferred exposure types, and the current ETF landscape.
  • Fund performance analysis: Winning and losing themes, strategies, and commodities throughout the year.
  • Thematic deep dives: Expert commentary on cutting-edge themes, including AI and memory semiconductors, defence, and emerging markets.
  • Innovative active strategies: Managed by professionals, who actively select securities in a portfolio with the goal of outperforming a specific benchmark or achieving superior returns.
  • Income and covered calls: Explore the different ways investors can aim to generate regular income via an ETF.
  • Commodity spotlight: Discover how the likes of gold, silver, uranium, and copper have fared throughout 2026.
  • Outlook for 2026: Insights on the year ahead from experts around the world.

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