Many advisors first look to securitized assets for income, and for good reason. These sectors have often offered attractive spreads relative to similarly rated traditional fixed income securities. In many cases, those spreads reflect market complexity and specialized research requirements rather than simply higher credit risk.

To help our clients and the marketplace navigate this evolving landscape, in the following sections, we’ve identified five key ETF industry themes to watch in 2026. These areas reflect the ongoing growth, innovation, and strategic shifts shaping the ETF industry, and they will be critical in understanding where opportunities and challenges lie in the year ahead.