In the latest episode of ETF Spotlight, Matthew Bartolini discusses the market outlook and investing strategies for 2026. State Street predicts the bull market will continue due to easing trade tensions, supportive fiscal policy, and strong corporate earnings.

Investors should be mindful of stretched valuations but not necessarily an AI bubble. Maintaining broad exposure to AI beneficiaries, like NVIDIA, Apple, and Microsoft, could be beneficial. Consider ETFs like SPYG and SPEM for AI momentum and emerging market growth.

To strengthen portfolio resilience, consider multi-asset and alternative strategies. Lower-cost gold ETF options like GLDM and IAUM may be more suitable for long-term investors. For more insights, tune in to the podcast and subscribe for future updates.

Read more at Nasdaq: Positioning for 2026: Market Outlook and ETF Strategies