Inside the US Market Boom: Hype or Fundamentals?

This month, we’re focusing on the U.S. equity market. While we’ve certainly seen
some volatility earlier this year, equities have shown resilience, and investors have
largely treated market dips as buying opportunities. Under the surface, valuations
appear healthier, capital spending is rising year-on-year, and an expected interest
rate cutting cycle supports growth prospects.
Joining us is Marcus Weyerer, CFA, Director of ETF Investment Strategy
EMEA at Franklin Templeton ETFs, alongside ETF capital markets associate Oliver
Hurditch, who will share insights from Franklin Templeton’s Capital Markets Desk,
explain how ETF adoption and flows toward mega-cap names are shaping the
market.