The 2022 ETF Outlook

12/23/21 • 33 min

It will be tough to beat this year for ETFs, which saw record flows of nearly one trillion dollars as well as 450 new launches. Meanwhile, the S&P 500 returned an absurd 26%. Can this all this carry on and be repeated in 2022? Or should we brace for a much tougher landscape?

Eric and Joel speak with Katie Greifeld of Bloomberg News and Todd Rosenbluth of CFRA about 2022 including flows, crypto, themes, mutual fund-to-ETF conversions—and yet another steak-dinner bet between Eric and Todd.

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Previous Episode

State of the ETF Industry With BlackRock’s ETF Captain

While the media — us included! — bestows a lot of attention on “shiny objects” in the investment world, almost all the real money goes to the massive firms such as BlackRock. The world’s largest asset manager is fast approaching $10 trillion assets under management, almost a third of which is in ETFs — many of them low-cost veterans.

Eric and Joel speak with Salim Ramji, the head of BlackRock's global ETF business, about areas of growth for ETFs, the widening investor base, potential threats such as direct indexing, mutual fund-to-ETF conversions, and when a iShares crypto ETF is coming out (probably not soon).

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Next Episode

22 ETFs to Watch in '22

What do copper miners, the metaverse and carbon credits all have in common? Absolutely nothing, except they are all tracked by ETFs that made Bloomberg Intelligence's 22 ETFs to Watch in '22 annual report. The report, which is published each December, features ETFs that the ETF research team is thinking about, obsessed with or taps into a big trend or theme.

On this episode of Trillions, Eric and Joel are joined by all of the analysts who contributed to the list, including Athanasios Psarafagis, James Seyffart, and Rebecca Sin. They debate and discuss the full list: BITO, VOTE, IGHG, GBTC, FRDM, CTRU, COPX, BITS, FOVL, SARK, BKLC, SPSB, C02, ARKK, META, DRIV, KWEB, TLT, VTI, USMV, MVPS and AVDV.

See omnystudio.com/listener for privacy information.

Trillions - The 2022 ETF Outlook

Transcript

Speaker 100:00:05.639

Wogan to trillions. I'm Joel Weber and I'm America. I'll shoot us Eric Bloomberg Intelligence. There's a lot of great research throughout the year. It also culminates at the end of the year with an outlook about and we're gonna spend some time today talking about that. We have some guests who will join us to talk about that, and you have some kind of macro level stuff that we're gonna also talk through to get started though, just high level what