FidelityNow: Navigating 2026: ETF market trends

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Hi everyone, I'm Andrei Bruno, Director of Exchange

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Traded Funds here at Fidelity Investments Canada.

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I'm just here to share some updates on what we're seeing

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in the ETF market, and maybe some trends that we expect

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to see here in 2026.

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So if we take a look at 2025,

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we had a record year in terms of inflows

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for the ETF market here in Canada,

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and we've continued to see that trend here in

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2026, with January bringing

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in around 20 billion

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of net new flows into the Canadian

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ETF market, which is a monthly

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record of all time for ETF

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inflows for a single month.

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Now, when we get down to the nuts and bolts there, we're seeing

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a lot of interest into equity ETFs,

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with over 14 billion flowing into

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equity ETFs here in Canada,

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with the majority going into,

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just over half going into international

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equity ETFs. So it's a trend that we

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saw last year, and it's a trend we're continuing

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to see at the start of 2026

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here. Investors are flocking

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to more international options,

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potentially diversifying a little bit away

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from those U.S. large cap tech

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names that everyone's been talking about for the last

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several years. Now, another notable

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trend that we're seeing is we saw large inflows into

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multi-asset equity ETFs, with over

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2 billion dollars flowing into that

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particular space of the market, which is

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very interesting to tie it back to our All-in-One

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lineup where we do have

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an offering in that space, our Fidelity All-Equity

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ETF, which provides investors global

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exposure through a fund-to-fund

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structure, a one-ticket solution for those investors

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looking to get global equity market

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exposure. Another trend that we're

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seeing continue into 2026 in the ETF

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market is a number of new products

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coming to market. Last year in 2025,

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we saw almost one ETF per day

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net new come to market, and we've seen

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plenty of that momentum continue in 2026.

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Particularly, we have been seeing some more yield-type

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products come to market in the ETF space.

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To draw comparison to our Fidelity lineup, we

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do offer our Fidelity Equity Premium Yield ETF,

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which is our covered call, high

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distribution-like product,

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providing investors with equity market

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exposures. So going into 2026,

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a lot happening in markets, so it'll

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surely keep our PMs on our toes.

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Just remember folks, diversification is your

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friend, and we look forward to

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a happy 2026.