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.
When considering portfolio allocation, it’s important to keep in mind the wide dispersion of returns among economies.
The unpredictable nature of politics and government action within individual countries can make a case for disaggregating international exposure, according to our Dina Ting.
The case for disaggregating international exposure by allocating to single countries remains strong, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds.
Our Dina Ting offers three reasons she and her team believe the case for international markets is once again strong, and opines on how recent market events have created new—or amplified existing—opportunities for investors to express views on specific countries.