The market never stops amazing us—just as the S&P 500 hits new highs, behind the scenes, Washington and Brussels rewrite the rules of global trade in real time. Tariffs snap into place. Sanctions loom. And investors? They’re left wondering: Is this rally built to last, or are we dancing on a volcano?
Today’s episode is all about connecting the dots between geopolitics, record-breaking markets, and the ETF strategies that can help you stay ahead. So, let’s find out what this means for investors, both in the short term and beyond.
Joining me today are 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 break down what these geopolitical shocks mean for your portfolio, beyond the headlines. Then, Caroline Baron, head of ETF Distribution - EMEA, will reveal where money is flowing in ETFs right now—and how to position yourself before volatility kicks in.