Bloomberg Intelligence analysts identified 16 exchange-traded funds (ETFs) to watch in 2026, highlighting potential opportunities for investors to tap into emerging market themes and navigate evolving economic landscapes. The annual report, released January 1, 2026, featured a diverse range of tickers including BINC, XOVR, MSOS, BUFB, UFOD, OTGL, VXUS, SBIL, RSST, SPYM, BOXX, GRFT, ITB, PXUI, PCLN and LRND.

The selection wasn't presented as buy-or-sell recommendations, but rather as a watchlist of funds with the potential for significant growth or relevance in the coming year. While specific financial details and metrics for each ETF were not disclosed in the initial report, the analysts emphasized the importance of considering these funds as potential tools for portfolio diversification and strategic investment.

The market impact of these ETFs could be substantial, depending on investor adoption and the performance of the underlying assets. For example, an ETF focused on a specific sector, such as technology or healthcare, could experience significant inflows if that sector outperforms the broader market. Conversely, an ETF tracking a struggling industry could face outflows and underperformance.

The company and industry context surrounding each ETF is crucial for understanding its potential. Factors such as regulatory changes, technological advancements, and macroeconomic trends can all influence the performance of these funds. For instance, an ETF focused on cannabis companies (MSOS) would be heavily impacted by changes in legalization policies.

Looking ahead, the future outlook for these ETFs remains uncertain, but the analysts at Bloomberg Intelligence believe they represent compelling opportunities for investors seeking exposure to specific market themes. The performance of these funds will depend on a variety of factors, including market conditions, investor sentiment, and the ability of the underlying companies to execute their business strategies. Investors are advised to conduct thorough research and consult with financial advisors before making any investment decisions.