Passive International ETFs

AI leadership isn’t one race. From chips and power to models and industrial deployment, global countries are positioned to capture unique value in different layers of the AI stack.

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital has begun to flow back into Latin America’s largest economy.

Marcus Weyerer, Director of ETF Investment Strategy EMEA, explores the challenges of India’s current high dependence on imported oil—and its energy transition.

As the ETF universe continues to expand, a fundamental shift is underway with investors moving beyond simple market access toward outcome-driven construction. Dina Ting, Head of Global Index Portfolio Management, discusses how different index-based ETF strategies are being used to design portfolios aligned with specific goals rather than just reacting to market noise.

Saudi Arabia’s decision to open its equity market to all foreign investors marks a turning point for global portfolios. Dina Ting and Marcus Weyerer provide an analysis of the Kingdom’s long-standing ownership barriers and the implications for capital flows and long-term market integration.

With 2025 almost in the books, David Mann, our Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, looks back on his predictions and gives some thoughts on an incredible year for the ETF industry.