{"id":136960,"date":"2026-01-16T19:00:32","date_gmt":"2026-01-16T18:00:32","guid":{"rendered":"https:\/\/www.we-wealth.com\/?post_type=podcast&p=136960"},"modified":"2026-01-16T19:00:37","modified_gmt":"2026-01-16T18:00:37","slug":"etf-investing-geopolitics-global-dispersion-2026","status":"publish","type":"podcast","link":"https:\/\/www.we-wealth.com\/en\/podcast\/etf-investing-geopolitics-global-dispersion-2026","title":{"rendered":"Beyond the headlines: geopolitics, fundamentals and the power of global dispersion"},"content":{"rendered":"\n

We open 2026 in a rapidly shifting geopolitical environment. From unexpected developments in Venezuela<\/strong> to the quieter but deeply structural changes underway in Saudi Arabia<\/strong>, headlines are once again driving market sentiment. But for investors, the real signals often lie elsewhere.
In this episode, we focus on how to look beyond geopolitical noise and reconnect investment decisions to economic fundamentals. As markets work to distinguish short-term shocks from long-term trends, global diversification and market dispersion are becoming increasingly central to portfolio construction.
In the first part, Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs<\/strong>, analyzes recent geopolitical events and explains why earnings, fundamentals and the ongoing reporting season remain the true compass for investors navigating 2026.
In the second part,\u00a0Dina Ting,\u00a0CFA,\u00a0Head of Global Index Portfolio Management\u00a0at\u00a0Franklin\u00a0Templeton ETFs<\/strong>, takes us into the evolving dynamics of global markets. With dispersion rising across regions, she discusses how country-specific ETF strategies can help investors identify opportunities as market leadership continues to shift.
A conversation on how to stay disciplined, selective and globally diversified in an increasingly complex investment landscape.<\/p>\n","protected":false},"excerpt":{"rendered":"

Every Third Friday\u00a0is back with a new episode and Franklin Templeton\u2019s global perspective on ETFs.<\/p>\n","protected":false},"author":49673,"featured_media":131757,"template":"","categories":[3738],"tags":[3630,3623],"collana-podcast":[],"class_list":["post-136960","podcast","type-podcast","status-publish","has-post-thumbnail","hentry","category-investments","tag-etf-en","tag-franklin-templeton-en"],"acf":[],"yoast_head":"\nBeyond the headlines: geopolitics, fundamentals and the power of global dispersion<\/title>\n<meta name=\"description\" content=\"Geopolitics move markets, but fundamentals drive returns. 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