Core Insights - The Canadian ETF market experienced record-breaking net inflows of $22.3 billion in January, a 32% increase from the previous record in December 2025, marking the first time monthly inflows exceeded $20 billion [1] Equity Demand - Equity-based products were the main contributors, accounting for $14.6 billion of the total inflows, indicating a shift from home-country bias towards global diversification [1] - International equity ETFs led with $7.1 billion in inflows, surpassing domestic and U.S. equity products, which attracted $4.0 billion and $3.4 billion respectively [1] Portfolio Trends - There is a growing trend towards simplified, all-in-one portfolio solutions, with all-equity asset allocation ETFs seeing inflows of $2.3 billion, the highest on record for this category [1] - These all-in-one ETFs provide global diversification, automatic rebalancing, and cost efficiency, appealing to both self-directed investors and advisors [1] Innovation in the ETF Market - The Canadian ETF industry is nearing $750 billion in assets, indicating a significant transformation in investment strategies [1] - January saw the launch of 23 new ETFs, reflecting a competitive and innovative marketplace, with products targeting emerging themes like nuclear energy and tokenization [1]