Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast.
The following is the introduction to our Q3 2026 ETF outlook.
For this quarterly update, we’ve focused on the potential winners from these seismic shifts, and specifically assets that may offer long-term resilience in an increasingly unpredictable market environment.
- Our first article explores the outlook for clean energy amid heightened focus on energy security, and offers examples of how specific companies in the sector are adapting to meet the needs of today’s global energy landscape
- The second article delves deeper into clean energy by zooming in on the battery value chain, and how investors can aim to capture the full breadth of the theme
- Finally, we turn to emerging market debt, examining the structural reasons behind its resilience amid recent geopolitical upheaval, and how this could change its role in portfolio construction
All three articles take truly significant global themes as their starting point and work through the practical implications for investors.
I found it fascinating to see the various connections between these themes, and I hope you find these insights useful in your conversations with clients.
Read our Q3 2026 ETF outlook.
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
