The start of 2026 has brought no shortage of challenges for advisors, ranging from shifting rate expectations to valuation concerns in a top-heavy market. Nonetheless, ETFs gathered an impressive $165 billion of new money in January, more than the previous three Januaries combined, according to State Street Investment Management.
Each new year tends to prompt discussion about potential shifts in the U.S. Federal Reserve's rate‑cutting cycle. Given the current macroeconomic picture, and what may be expected looking ahead, 2026's rate regime may be an interesting one.
The U.S. exchange traded fund industry reached a significant milestone on Wednesday. There are now over 4,000 ETFs trading at the same time.
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