The LNG market just lost 10% of global supply overnight as Qatar halted production amid escalating Middle East tensions, sending commodity volatility metrics to 18-month highs. Against this backdrop, Morningstar has designated OAKM – the Oaktree Capital Management Active ETF – as a top 2026 pick, citing its “unique positioning in distressed credit and AI-driven infrastructure debt.” This designation comes as institutional flows into alternative ETFs surged 37% in Q4 2025 according to Bloomberg data.