In the latest episode of ETF Spotlight, Jon Maier from J.P. Morgan Asset Management discusses the market outlook for 2026 and portfolio positioning. Expectations are for growth and inflation to rise early in the year, followed by a cooling off period. Investors should focus on secular themes like AI and deregulation in financials.

Popular ETFs like Invesco QQQ and Invesco NASDAQ 100 ETF provide exposure to leading tech innovators. International markets, benefiting from AI and fiscal stimulus, outpaced U.S. markets in 2025. J.P. Morgan’s active fixed income ETFs saw strong interest, offering active security selection across various markets.

For more insights on ETFs and how to position your portfolio for 2026, subscribe to the ETF Spotlight podcast and check out Zacks Investment Research for the latest recommendations and analysis. Don’t miss out on actionable information and top-performing ETFs delivered straight to your inbox.

Read more at Nasdaq: How to Position Your ETF Portfolio for 2026