From Iran to Europe: reading risk, building resilience
This month, we focus on how investors can manage a market environment shaped by geopolitical tension and rising uncertainty. We begin with the evolving situation in Iran and its implications for global stability, from oil price volatility to the uneven impact on regional and global markets.
In the first part, Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs, examines how investors have reacted to the crisis, why Brazil is emerging as an interesting defensive play, and what the latest European earnings season tells us about the region’s structural outlook.
In the second part, Giancarlo Fragomeno, ETF Product Specialist at Franklin Templeton, turns to implementation, explaining the role active ETFs can play in today’s market landscape. He outlines how these strategies differ from traditional passive products and why they can offer investors a more flexible way to stay resilient in periods of heightened geopolitical risk and volatility.
20 Feb 2026
Reading the market using active ETFs: from backdrop to portfolio
This month we move from the market backdrop to real-world portfolio building.We start in the U.S., where earnings season has sharpened the picture on fundamentals, with tech still leading and signs of market leadership broadening beyond the mega-caps. We also unpack the themes shaping sentiment, from debt-financed AI capex to the “SaaSpocalypse” narrative after a sharp correction in parts of the software space.In the first part, Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs, walks through the key market signals and connects them to the rapid rise of active ETFs.In the second part, Lisa Wang, CFA, Head of EMEA Investment Strategy at Franklin Templeton Investment Solutions, it down to portfolio level, explaining how to focus on “compensated” risks and use a disciplined core–satellite approach to stay close to the market while aiming to add value over time.
16 Jan 2026
Beyond the headlines: geopolitics, fundamentals and the power of global dispersion
Marcus Weyerer and Dina Ting of Franklin Templeton ETFs examine the importance of economic fundamentals and global diversification for investors navigating geopolitical events and shifting market dynamics in 2026, in this interview episode.
19 Dec 2025
3x3: wrapping up 2025 and charting new routes for 2026
Marcus Weyerer, CFA, reviews 2025's market volatility, top emerging market performers, and key 2026 outlooks, including Fed independence and AI returns, in this Franklin Templeton podcast episode.
21 Nov 2025
The diversification opportunity beyond the Magnificent Seven
Marcus Weyerer and Greg Herneman explore investment opportunities in small and mid-sized companies beyond the S&P 500, highlighting diversification benefits and active approaches in the current market.
27 Oct 2025
Inside the US Market Boom: Hype or Fundamentals?
Marcus Weyerer and Oliver Hurditch analyze the U.S. equity market's resilience, healthy valuations, and the impact of ETF flows, offering insights into growth prospects in this interview.
19 Sept 2025
China in the Spotlight: Time to Look East
Marcus Weyerer and Rafaelle Lennox analyze China's economic signals, including GDP growth and market rallies, while addressing concerns about real estate and debt in this interview episode.
15 Aug 2025
ETF Strategies in a Trade-Tense World
Host Franklin Templeton ETFs' Marcus Weyerer, CFA, and Caroline Baron discuss ETF strategies for navigating geopolitical trade tensions and market volatility, offering insights into portfolio positioning.
18 Jul 2025
When profit meets purpose: Catholic investing explained
Alessandro Caffi discusses Catholic investing with David Evans and Marcus Weyerer, exploring how values-based approaches impact portfolios and shape investment strategies in alignment with ethical considerations in this interview.
20 Jun 2025
Every Third Friday | ETF monthly talks - 20 June
Marcus Weyerer and Raffaelle Lennox analyze geopolitical tensions, including US-China tariffs and Middle East conflicts, to reveal emerging ETF opportunities for investors in this interview episode.
23 May 2025
Every Third Friday - ETF Monthly talks - 23 May
Marcus Weyerer and Rafaelle Lennox analyze India's economic landscape and emerging ETF opportunities within the broader context of fluctuating global markets, offering insights for emerging market investing in this interview episode.
18 Apr 2025
Every Third Friday - ETF Monthly talks - 18 April
Over the past few weeks, political headlines have once again thrown financial markets off balance —this time, reacting sharply to President Trump’s so-called 'Liberation Day' comments and the escalating trade tensions between the U.S. and China. After months where investors had priced a 'Goldilocks' scenario with steady growth, tame inflation, and a Fed on hold, now, reality is setting in. But the path forward isn’t binary. We’re stuck between two narratives: Is this just another high-stakes bluff to force concessions? Or are we witnessing a more profound shift of the model?
In this episode two experts will help us navigate these market currents: first, Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs, will unpack the latest moves and what to watch in the coming weeks. Then, Jason Xavier, Head of EMEA & Asia ETF Capital Markets, will spotlight specific ETF opportunities emerging in this landscape.
10 Apr 2025
Every Third Friday - ETF monthly talks | TRAILER
Matilde Sperlinga, We Wealth's journalist, presents the new ETF podcast in partnership with Franklin Templeton
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5.0 / 5
1 ratings
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5.0 / 5
4 ratings
Podcast Authority Score: 14 / 100
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Quality
15
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YouTube
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Engagement
32
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Questions about Every Third Friday | ETF monthly talks by Franklin Templeton
Who hosts Every Third Friday | ETF monthly talks by Franklin Templeton?
Marcus Weyerer and Rafaelle Lennox host the show. Published by We Wealth.
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The show publishes weekly, based on its RSS feed.
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