Beyond the headlines: geopolitics, fundamentals and the power of global dispersion
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Beyond the headlines: geopolitics, fundamentals and the power of global dispersion
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We open 2026 in a rapidly shifting geopolitical environment. From unexpected developments in Venezuela to the quieter but deeply structural changes underway in Saudi Arabia, headlines are once again driving market sentiment. But for investors, the real signals often lie elsewhere.
In this episode, we focus on how to look beyond geopolitical noise and reconnect investment decisions to economic fundamentals. As markets work to distinguish short-term shocks from long-term trends, global diversification and market dispersion are becoming increasingly central to portfolio construction.
In the first part, Marcus Weyerer, CFA, Director of ETF Investment Strategy EMEA at Franklin Templeton ETFs, analyzes recent geopolitical events and explains why earnings, fundamentals and the ongoing reporting season remain the true compass for investors navigating 2026.
In the second part, Dina Ting, CFA, Head of Global Index Portfolio Management at Franklin Templeton ETFs, takes us into the evolving dynamics of global markets. With dispersion rising across regions, she discusses how country-specific ETF strategies can help investors identify opportunities as market leadership continues to shift.
A conversation on how to stay disciplined, selective and globally diversified in an increasingly complex investment landscape.
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