Section

EAFE

10 posts

Midyear insights: Opportunities amid globalization’s discontents

As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.

The Case for Core International Equity Exposure

Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability