All ETFs articles
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White papers
Exploring the full spectrum of fixed income strategies
Investors have traditionally thought of there being two primary investment styles, namely Active and Passive (or Indexing). But this binary view oversimplifies the new reality. Instead, it is better to think of investment styles as sitting along a continuum, where they become progressively more “active,” from index replication to unconstrained.
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White papers
Asia’s surge: The semiconductor ecosystem of tomorrow
The semiconductor industry plays an integral role in driving technological innovation and economic growth, particularly in Asia, according to Franklin Templeton’s Marcus Weyerer. Read more about the key players and emerging contributors in the region.
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Blog
Not All AAA CLO ETFs are Created Equal
Actively managed AAA CLO ETFs provide access to the highest-rated CLO tranche but not all AAA CLOs are created equally, and actively managed ETFs are showing notable dispersion in positioning.
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White papers
The Modernization of Bond Market Trading and its Implications
The evolution of electronic trading has catapulted the bond market into the modern era. Learn more about “The Modernization of Bond Market Trading and its Implications”.
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White papers
ETF investing – How AI and 3D printing are shaping the future of healthcare
Genomic engineering is the manipulation of an organism’s genes by introducing, eliminating or rearranging specific genes using the methods of modern molecular biology. The technology will enable the analysis of patients’ DNA, and the diagnosis and treatment of diseases. And what’s good for patients can also be interesting for investors.
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White papers
Ozempic can’t help your overweight in big tech: Global ETF diversification ideas for 2024
The start of a new year brings a chance for reflection and re-evaluation. For investors, a chance to rebalance. Franklin Templeton ETFs’ Dina Ting and Marcus Weyerer highlight the pitfalls of overweight exposure to mega tech stocks and where in the world to look for diversification in 2024.
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White papers
Some Credit for Active Management
Tempted by high yield? Here’s why we think investors may want to consider resisting the temptation to invest passively.
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White papers
Bond Portfolio Optimisation and Mixed Integer Programming
While portfolio optimisation is commonplace in equities, it is more complex in the fixed-income space, partly because of trading lot sizes. Implementing the portfolio composition by converting weights into holdings is easy for equities due to small lot sizes.
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White papers
European High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
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Podcast
The Implications Behind Indexation
Index funds give investors broad exposure to the market at an accessible price point and have taken equity markets by storm in recent years. As index companies make decisions about how to construct their indices, we wonder if those decisions are more active than market participants realize.
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White papers
Degrees of climate investing: decarbonisation on paper and in practice
Over the past years, sustainability considerations have permeated the investing space. While traditionally utilised for risk reduction, ESG investing has evolved to not only consider exclusion-based approaches but covers many different areas of sustainability and strategies to translate these into portfolio construction. As almost 90% of global emissions are covered under net zero targets, also a growing number of investors wish to specifically focus on climate in their investments.
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White papers
The Great Reallocation and what it means for fixed income investors
“Income is back in fixed income” – If there was a contest for the catchphrase of the year 2022, this one would certainly be a hopeful contender as it captures the essence of market evolution. The fixed income space has undergone a significant transformation and reallocation implications reverberate into 2023. This has resulted in a year-to-date influx of USD 87bn in global fixed income ETFs.
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White papers
ETF: The metaverse - A multi-decade opportunity
The metaverse—represented by immersive, shared online virtual worlds—has captured the attention not only of gamers, but also global enterprise across many industries. And it’s unlocking new investment opportunities, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton ETFs.
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Podcast
Megatrends: The Great Wealth Transfer
Megatrends can change economies and societies but what happens when the trend involves the transfer of $84 trillion in wealth? Manju Boraiah discusses how tax management should be in the forefront of investors’ minds.
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White papers
Active fixed income ETFs in the spotlight
Given challenging market conditions, it looks like the time for active fixed income ETFs to shine, according to Jason Xavier, Head of EMEA ETF Capital Markets. He explains why he sees more growth in this area.