ETF IQ: DUSA Surpasses $1B, Prediction Market ETFs, and Global Investment Trends

Global ETF Industry Growth and Trends

• 📈 The global ETF industry is valued at $21 trillion, with significant growth observed in early 2026, seeing $300 billion in inflows, double the pace of previous years.
• 💡 International equities, particularly Japan, are showing renewed strength, with the Nikkei near record highs, suggesting a potential comeback after a long period of underperformance.

Active Management and Value Investing

• 🔑 Chris Davis of Davis Advisors advocates for active management internationally, emphasizing the importance of specific stock selection over broad indexing due to over-concentration in nationalized enterprises.
• 🎯 Value investing is seen as making a comeback, with Chris Davis noting that his firm's value ETF, DUSA, has outperformed the S&P 500 and value indexes by focusing on quality companies trading at lower multiples.
• 💰 Financials are highlighted as a potential