『Every Third Friday | ETF monthly talks by Franklin Templeton』のカバーアート

Every Third Friday | ETF monthly talks by Franklin Templeton

Every Third Friday | ETF monthly talks by Franklin Templeton

著者： We Wealth
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 Every Third Friday, your monthly dose of ETF Expertise, alongside Franklin Templeton’s global perspective.Copyright We Wealth 個人ファイナンス 経済学
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  • 3x3: wrapping up 2025 and charting new routes for 2026

    3x3: wrapping up 2025 and charting new routes for 2026
    2025/12/19
    For this month of December, as we conclude an eventful 2025, we present a final wrap-up of a year that has rewritten the rules of global markets. Marcus Weyerer, CFA and Director of ETF Investment Strategy EMEA at Franklin Templeton, will guide us through a financial year-in-review based on the "rule of three" to analyze what worked and what lies ahead. We will revisit the volatility shocks that challenged American exceptionalism and take a closer look at the year’s three top performers, exploring the reasons behind an all-Emerging podium. Finally, we will look forward to 2026 through three key outlooks, ranging from Fed independence to the search for tangible returns from Artificial Intelligence.
    Let's dive in!
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    17 分
  • The diversification opportunity beyond the Magnificent Seven

    The diversification opportunity beyond the Magnificent Seven
    2025/11/21
    This month, as anticipated in the last episode, we will focus on the opportunities related to small and mid companies, with a look at the US market that goes beyond the Magnificent Seven.
    Indeed, after a period of market dominance by mega-cap companies, the question arises spontaneously: is it time to look beyond the S&P 500?The answer comes this November from Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs, and Greg Herneman, Client Portfolio Manager at Clearbridge Investments. They will explain their view on the future performance of SMIDs and detail the benefits of diversification and an active approach, which may prove crucial in this current context.
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    20 分
  • Inside the US Market Boom: Hype or Fundamentals?

    Inside the US Market Boom: Hype or Fundamentals?
    2025/10/27
    This month, we’re focusing on the U.S. equity market. While we’ve certainly seen
    some volatility earlier this year, equities have shown resilience, and investors have
    largely treated market dips as buying opportunities. Under the surface, valuations
    appear healthier, capital spending is rising year-on-year, and an expected interest
    rate cutting cycle supports growth prospects.
    Joining us is Marcus Weyerer, CFA, Director of ETF Investment Strategy
    EMEA at Franklin Templeton ETFs, alongside ETF capital markets associate Oliver
    Hurditch, who will share insights from Franklin Templeton’s Capital Markets Desk,
    explain how ETF adoption and flows toward mega-cap names are shaping the
    market.
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    22 分
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