Beyond Bulls & Bears

Using single-country ETFs as part of a tax-loss harvesting strategy
ETFs

Using single-country ETFs as part of a tax-loss harvesting strategy

With the holiday season underway, it’s time again to give thanks for tax-loss harvesting opportunities! Dina Ting, Franklin Templeton’s Head of Global Index Portfolio Management, sheds light on the benefits of single-country ETF allocations against what has been a rocky macro backdrop and discusses ways to re-evaluate potential opportunities in terms of tax-loss decision-making.

A Time of Transition and Tax-Loss Harvesting
ETFs

A Time of Transition and Tax-Loss Harvesting

As the transition to a new year approaches, David Mann, Head of ETF Product & Capital Markets, revisits the annual tax-loss harvesting season. He also discusses how the strong US dollar has been driving down the returns of US-listed ETFs that hold international equities.

Drilling Down: Oil Production Scenarios Across Countries
ETFs

Drilling Down: Oil Production Scenarios Across Countries

With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.

Clearing the Inbox: ETFs that Hold only Russian Equities
Emerging Markets

Clearing the Inbox: ETFs that Hold only Russian Equities

Exchange-Traded Funds (ETFs) holding only Russian equities have had creations suspended and trading halted since the war in Ukraine commenced. David Mann, Head of Global ETF Capital Markets, addresses the most commonly asked questions on these events.

Global Plays on Inflation for 2022
LibertyShares

Global Plays on Inflation for 2022

When considering portfolio allocation, it’s important to keep in mind the wide dispersion of returns among economies. Dina Ting, Franklin Templeton’s Head of Global Index Portfolio Management, assesses the recent dislocation among global equity returns, with a look at one notable inflation outlier—Japan.

(ETF) Anniversaries and Taxes
LibertyShares

(ETF) Anniversaries and Taxes

As we celebrate the holiday season and ponder what we are thankful for, it’s also time to take stock of one’s investments. Here, David Mann, Head of Global Exchange-Traded Funds (ETFs) Capital Markets, opines on an ETF anniversary he’s thankful for—and offers some tax-planning food for thought.

The Certainty of Change: Evolution of Investor Access to China
LibertyShares

The Certainty of Change: Evolution of Investor Access to China

The unpredictable nature of politics and government action within individual countries can make a case for disaggregating international exposure, according to our Dina Ting. She outlines some recent regulatory developments in China within the lens of exchange-traded funds (ETFs).