Canada's ETF market saw over C$100 billion in net inflows in early 2026, expanding across diverse asset classes including broad Canadian, U.S., global equities, emerging markets, gold, bonds, AI, and commodities. Key themes include rising Treasury yields impacting growth and bond valuations, renewed interest in gold and emerging-market debt, AI-driven demand for infrastructure and critical minerals, and the importance of portfolio diversification amid overlapping ETF exposures.