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Publication Date: October 2025

Six months since Liberation Day: Where global investors are rotating next

Six months after Liberation Day, the global investment landscape has shifted as countries have sought to respond to changes in US tariff policies. In this article, Franklin Templeton ETFs’ Dina Ting discusses the divergence in returns and new opportunities in select countries whose equities are performing well, while others are also showing some potential.
Client Use: 
Yes
Literature Code: 
ETF-6MOS
Format 
PDF