Reviewing Q1 performance in active ETFs: broadening returns and the impact of war
First-quarter active ETF performance suggests 2026 may be a year of rotation rather than momentum. Investors did not indiscriminately reward active risk-taking, but instead favoured exposure to regions and sectors where valuations were more reasonable, the policy backdrop was improving and market participation became broader. Europe, Japan and emerging markets all fitted that description better […]
First-quarter active ETF performance suggests 2026 may be a year of rotation rather than momentum. Investors did not indiscriminately reward active risk-taking, but instead favoured exposure to regions and sectors where valuations were more reasonable, the policy backdrop was improving and market participation became broader. Europe, Japan and emerging markets all fitted that description better […]
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