ETF Outlook

2025 ETF OUTLOOK

Growth, trends and key themes for advisors

The stage is set for a more dynamic investment landscape, offering both challenges and opportunities.

Key themes for 2025

Navigating economic uncertainty

ETFs that provide exposure to defensive sectors or low-volatility strategies could play a crucial role in mitigating risks.

Global diversification

Geopolitical developments and regional economic disparities will reinforce the importance of diversification.

Option-based ETFs to meet the strong demand for income

Investor adoption of option-based ETFs is broadening to cover sector, thematic, equity broad market and fixed income.

Active management

Active ETFs are increasingly important for investors looking to outsource to portfolio managers the allocation in certain areas.

Quality and valuation

ETFs that emphasize quality companies with strong balance sheets and consistent earnings growth will be attractive to investors seeking stability amid potential volatility.

Explore our insights

Podcast

ETF Outlook podcast

Hear from Prerna Mathews, VP ETF Product Strategy, as she discusses how shifting investor behaviour is expected to drive ETF industry growth.

Webinar

Webinar: ETFs made for Canadians by Canadians

Join us to discover how our actively managed ETF lineup can help navigate market volatility, uncover unique investment opportunities, and provide more portfolio construction flexibility.

Insight

ETF Insights

Our ETF Insights articles cover a wide range of timely topics relevant to Canadian ETF investors, including tax issues, the value of active ETFs and portfolio construction. 

To learn more about Mackenzie's views on the markets, read our 2025 Market Outlook.

Commissions, management fees, brokerage fees and expenses may all be associated with Exchange Traded Funds. Please read the prospectus before investing. Exchange Traded Funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this webpage (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.