ETF and Indexing Insights

Since 2016, our dedicated team of ETF industry veterans has grown Franklin Templeton's broad suite of exchange-traded funds, backed by the firm's deep expertise across asset classes, investment styles and geographies. We offer insights on ETF Capital Markets and the latest macroeconomic trends to help investors better understand the current investment landscape and cost-effective solutions that target a range of portfolio outcomes and global viewpoints.

What might happen if investors looked beyond a US-only allocation—not only through broad emerging-market exposure, but also through targeted country allocations based on their investment convictions?

At the start of this year, many investors questioned whether equity markets had become too reliant on a handful of AI winners. Dina Ting and Marcus Weyerer take a more nuanced view into how broadly this theme’s benefits may spread.

As some of the world's largest private companies edge closer to public market listings, investors are focused on valuations and IPO headlines. Dina Ting explains why the more important question may be how these companies enter indexes—and whether investors really understand the exposures they own.

As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.

Stock market sectors are diverging dramatically. Dina Ting explores what has changed in the past three years—and the past 20—alongside implications for investors.

David Mann, our Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, explains how meatloaf—the dish, not the singer—serves as a perfect example of how his ETF thinking has evolved over the past decade.

South Korea is back on investors’ radar—but is this rally built to last? Dina Ting of Franklin Templeton ETFs unpacks what’s driving the surge—and whether the long-awaited re-rating can endure.

China’s underappreciated equity market and energy resilience amid current geopolitical tensions warrants consideration, according to Franklin Templeton ETFs’ Dina Ting. In this article, she discusses the different factors that underpin her views.

AI leadership isn’t one race. From chips and power to models and industrial deployment, global countries are positioned to capture unique value in different layers of the AI stack.

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital has begun to flow back into Latin America’s largest economy.

Marcus Weyerer, Director of ETF Investment Strategy EMEA, explores the challenges of India’s current high dependence on imported oil—and its energy transition.

As the ETF universe continues to expand, a fundamental shift is underway with investors moving beyond simple market access toward outcome-driven construction. Dina Ting, Head of Global Index Portfolio Management, discusses how different index-based ETF strategies are being used to design portfolios aligned with specific goals rather than just reacting to market noise.

Saudi Arabia’s decision to open its equity market to all foreign investors marks a turning point for global portfolios. Dina Ting and Marcus Weyerer provide an analysis of the Kingdom’s long-standing ownership barriers and the implications for capital flows and long-term market integration.

With 2025 almost in the books, David Mann, our Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, looks back on his predictions and gives some thoughts on an incredible year for the ETF industry.

After years of US mega-cap dominance, global equity markets are changing course. Correlations have fallen, monetary policies are diverging, and regional drivers are reshaping returns. This analysis explores what’s behind these shifts, the opportunities we believe are likely to emerge, and why we believe global diversification deserves a fresh look in 2026.

This article from Dina Ting, Head of Global Index Portfolio Management, explores a strategic approach to emerging market (EM) investing, focusing on the benefits of a broad EM core combined with dynamic tilts. It examines how this method can help investors navigate market dispersion and potentially uncover opportunities.

There has been renewed interest in Saudi Arabia, according to Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management. In this article, she examines how the Kingdom has drawn increasing foreign investment for its ongoing large-scale diversification projects coupled with a wave of reforms aligned with global standards.

Six months after Liberation Day, the global investment landscape has shifted as countries have sought to respond to changes in US tariff policies. In this article, Franklin Templeton ETFs’ Dina Ting discusses the divergence in returns and new opportunities in select countries whose equities are performing well, while others are also showing some potential.

The US equity market is in its fourth year of a bull run, having surged significantly since 2022. Despite concerns about valuations, Marcus Weyerer of Franklin Templeton ETFs suggests that the current AI-driven market may still have room to run, in contrast to what happened during the dot-com bubble.

As emerging markets surge in 2025, China and South Korea stand out as compelling investment opportunities, according to Franklin Templeton’s Dina Ting. This article explores these countries’ recent performance and future prospects, highlighting what makes them attractive to investors.

Artificial intelligence is becoming more ingrained in our daily lives—but not everywhere. David Mann, our Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, finds parallels with AI usage in high schools today and the ETF industry.

Despite tariff risks, Franklin Templeton Head of Global Index Portfolio Management Dina Ting believes India offers long-term investment potential. In this article, she delves into positive trends including India’s prospects in global markets, its attractive valuations, robust financial sector and significant technology investments.