State Street's Krzysztof Janiga argues European investors have under-allocated to small caps despite domestic revenue exposure, cyclical sector tilts and valuation discounts, with a growing range of ETFs now offering access to the asset class.
6 NOVEMBER 2026
Natixis's Jack Janasiewicz and Brian Hess detail October model-portfolio trades—raising equity overweight, adding Treasury duration, and shifting to direct AI exposure via XLK and SOXQ—while arguing narrow AI-driven leadership could broaden if slowing CapEx financing lowers yields.
BNP Paribas AM reports UCITS ETFs gathered €41 billion in October, led by €27.2 billion into equities, while fixed income ETFs added €13.6 billion, putting 2026 on track for a record year with YTD flows topping €92 billion.
5 NOVEMBER 2026
BlackRock's iShares reports global ETP inflows hit a record $393.1B in October 2026, led by equities ($281.9B) and record fixed income flows ($107B), while commodity buying cooled despite continued gold demand.
4 NOVEMBER 2026
Neuberger Berman's Doug Kramer explains how tax-deferral strategies—tax-loss harvesting, ETFs, exchange funds, 351 exchanges—help investors manage concentrated, low-cost-basis stock positions while compounding wealth, amid rising IRS scrutiny.
Robeco argues that market-cap-weighted indices are not neutral and that its 3D Global Equity UCITS ETF uses proprietary, continually refined factor models plus sustainability integration to seek benchmark-aware excess returns. The strategy combines value, quality, momentum, analyst revisions and short-term signals with risk and ESG considerations in portfolio construction.
3 NOVEMBER 2026
SEI's Rob Eckrote argues that passive, cap-weighted international equity allocations are an unexamined default, and that combining systematic factor investing with select fundamental managers better captures value, momentum and quality premia abroad. He cites SEI's SEIE and SEEM funds, which blend a 70% factor-based core with 30% specialist active managers, as evidence this 70/30 structure delivers superior risk-adjusted returns versus benchmarks.
State Street's Matthew J Bartolini reports October ETF flows hit records, with bond funds taking in $74 billion and US equities capturing 80% of equity inflows amid a Technology and Energy sector surge. He argues investors should shorten duration and diversify further as AI, inflation and fiscal pressures persist into 2027.
2 NOVEMBER 2026
BlackRock's iShares reports European UCITS ETP inflows moderated to $9.3bn as US equity demand rebounded sharply while sector flows favoured Health Care and Technology and Investment Grade bonds overtook government debt.
