Uncertainty Supports Case for International Active ETFs

Group 1 - The rise of new active ETFs is occurring amid an uncertain investing environment as 2025 approaches, with recent rate cuts prompting investors to reassess their portfolios, thereby supporting the case for active management in international exposure [1] - Geopolitical risks and inflation are significant concerns for the market, alongside the impact of tariffs on businesses, which will influence operational decisions [2] - U.S. investors are increasingly interested in international equities to diversify and reduce home country bias due to uncertainty in U.S. equities, which have been primarily driven by technology stocks capitalizing on the AI theme [3][4] Group 2 - Active management is essential for selecting ETFs for international exposure given the various dynamics affecting international markets, with specific funds like Thornburg International Equity ETF (TXUE) and Thornburg International Growth Fund ETF (TXUG) recommended for investors [5]