Roxanna Islam

Issuers are still driving forward with crypto launches, with around 30 new products already launched so far in 2026. Understandably, net flows across the broader asset class have been weak due to pressured spot prices. Despite the macro headwind, certain launches have still managed to find notable success. Two of the most compelling launches this year sit at near-opposite ends of the spectrum: a strategic new spot Bitcoin ETF and the birth of the Hyperliquid ETF category.

The first phase of the artificial intelligence investment trade was relatively straightforward: if you wanted to capture the AI boom using familiar names, you bought semiconductors. The

With AI and space dominating many of the market’s most popular investment themes, it can be difficult to find differentiated opportunities. Healthcare is often viewed as one of the more defensive sectors, supported by relatively steady demand regardless of the economic environment. But the sector also offers several sources of growth, including biotechnology, pharmaceutical innovation, weight-loss drugs and other emerging treatments. That combination of defensive characteristics and long-term innovation can make healthcare ETFs an attractive way to diversify a portfolio without giving up growth potential.

SpaceX’s IPO has created strong ETF demand across leveraged, active, and index-based strategies.

Key Takeaways: Space Exploration Technology's (SPCX) IPO lived up to the hype.

Bitcoin remains dominant, but that ETF demand has become more selective toward the lowest-cost products.

AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks.

Key Takeaways: The AI trade has faced renewed volatility as investors question AI spending and current valuations.

Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases.

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