ETF Strategies in a Trade-Tense World
Take care of your heritage.
Tell us about your needs, and we will connect you for free with the right Advisor for you.
Discover moreEvery Third Friday is your monthly dose of ETF Expertise, alongside Franklin Templeton’s global perspective. Let’s see what happened in August
The market never ceases to amaze us—just as the S&P 500 hits new highs, behind the scenes, Washington and Brussels rewrite the rules of global trade in real-time. Tariffs snap into place. Sanctions loom. And investors? They’re left wondering: Is this rally built to last, or are we dancing on a volcano?
Today’s episode is all about connecting the dots between geopolitics, record-breaking markets, and the ETF strategies that can help you stay ahead.
Because let’s face it: the last months have been a whirlwind. The US and EU struck a landmark trade deal—but dig deeper, and you’ll find sectors bracing for impact. Meanwhile, Trump’s threats of new Russia sanctions sent commodities into a frenzy. And through it all? The S&P 500 appears to have missed the memo.
So, let’s find out what this means for investors, both in the short term and beyond.
Joining us today are two experts who’ll help us navigate these market currents: first, Marcus Weyerer, CFA, Director of ETF Investment Strategist EMEA at Franklin Templeton ETFs, will break down what these geopolitical shocks mean for your portfolio, beyond the headlines. Then, Caroline Baron, head of ETF Distribution – EMEA, will reveal where money is flowing in ETFs right now—and how to position yourself before volatility kicks in.
Let’s dive in!
