Next-Generation ETF Trends: Aerospace, Active Management, and AI Infrastructure Growth
Key themes emerging for the ETF market in 2026 include space exploration, active management, and physical AI technologies. Amid this, anticipation over SpaceX’s potential IPO is driving significant inflows into aerospace ETFs, attracting strong investor interest worldwide. SpaceX’s IPO is expected to reach approximately $75 billion, potentially setting a new record, and South Korea is also seeing a proliferation of space-related ETF offerings and increased investment. However, industry experts caution that, due to the unique nature of the space sector, immediate profitability may remain elusive, signaling the need for prudent investment strategies.
Hanwha Asset Management emphasizes a holistic approach for its aerospace ETF, targeting growth across the entire value chain such as launch vehicles, satellites, and ground infrastructure, while focusing on domestic satellite and component firms with robust performance visibility. In tandem with the expansion of AI infrastructure, attention is shifting to energy solutions—including solar, ESS, electrical equipment, and nuclear power—given the surging power requirements of AI data centers, thus highlighting growth opportunities for Korean companies in the global supply chain.
Meanwhile, Defiance Israel Bond ETF has strengthened its execution capabilities by appointing a former Meta executive and partnering with Allianca, gaining experience in constructing over 720MW of data center capacity. Revenue in the core AI sector is projected to reach $134 billion by 2026, with losses narrowing as the industry matures.
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DEFIANCE ISRAEL BOND ETF, Former Meta Executive Sonali Garg Joins as Advisor..Accelerates AI Infrastructure Expansion - Maeil Business NewspaperHired former Meta executive Sonali Garg as an advisor to strengthen the execution of AI infrastructure expansion. Secures experience in building data centers over 720MW through strategic cooperation with Allianca. Revenue projected at $134 billion by 2026, with a trend of narrowing deficits.
‘SpaceX’ ETF Inclusion Competition Heats Up…“The Key is the Value Chain”[Interview] - Edaily“SpaceX is an important company for the overall aerospace industry. However, investing in SpaceX isn't the only way to reap the rewards of growth in the aerospace industry through ETFs.” Geum Jung-seop, Head of ETF Business Division at Hanwha Asset Management, said in a recent interview with Edaily about Hanwha Asset Management's ...
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Summary of Winning ETFs in 2026 - Korea Economic DailySummary of Winning ETFs in 2026, Korea Economic Daily Video
Amid SpaceX IPO Anticipation, 'Rocket Returns' Hoped For... - Kyunghyang ShinmunAs SpaceX, led by Elon Musk, is expected to go public in the U.S. as early as next month, individual investors are turning their attention to the aerospace industry. There is a large inflow of funds into domestic exchange-traded funds (ETFs) related to the U.S. aerospace sector, and interest is growing in whether SpaceX will allow domestic public offerings. However, contrary to investment enthusiasm, due to the nature of the aerospace industry, immediate profits are challenging to...