Asks what's driving renewed interest in international markets.
Dominic Chu
John Mayer
Record-breaking ETF year with $1.4T flows. This year, conversations about metals frenzy playing into possible weakening of the dollar/dollar debasement.
Asks about growth in active management and when we'll see active ETFs for global markets.
Dominic Chu
John Mayer
Active ETF flows hit $470B, 60% increase. 80% of new funds last year were active. Seeing meaningful flows into international active funds like JIVE (value) and JADE (EM).
Asks which geographies clients are focusing on.
Dominic Chu
John Mayer
Seeing lot of interest in Europe, particularly with lower interest rates. EM exposure as dollar weakens.
Asks how AI intersects with global markets and which geographies benefit.
Dominic Chu
John Mayer
AI story is broadening out, international markets benefiting. European companies benefit from fiscal stimulus and weakening dollar.
Asks what excites him most about international markets in 2026.
Dominic Chu
John Mayer
Active manager makes sense in international markets. JP Morgan spends $1B+ on research/tech.