This month, the world served up a geopolitical whirlwind. We could say that it is no news. As tensions rise, the US-China tariff battle is far from over. With the clock ticking towards July 9th, when all tariffs are set to be unveiled, the global economic landscape is bracing for the impact of these critical decisions. But it’s not just trade wars—regional security is heating up as well. We’ll also be turning our focus to Israel's recent strikes on Iran, which add another layer of complexity to the Middle East’s volatile situation and were a game-changer, not because of oil prices that barely budget, but because it revealed markets now price geopolitics in seconds, not weeks. Yet, markets shrugged it off. Is this resilience or complacency? To decode what this means for investors—both in the short term and beyond we will talk with 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 unpack the latest moves analysing not only the situation in the middle est, but also in the emerging markets. Then, Raffaelle Lennox, Head of UCITS ETF Product Strategy at Franklin Templeton, will spotlight specific ETF opportunities emerging in this landscape. Let’s dive in!"
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