For this month of December, as we conclude an eventful 2025, we present a final wrap-up of a year that has rewritten the rules of global markets. Marcus Weyerer, CFA and Director of ETF Investment Strategy EMEA at Franklin Templeton, will guide us through a financial year-in-review based on the “rule of three” to analyze what worked and what lies ahead. We will revisit the volatility shocks that challenged American exceptionalism and take a closer look at the year’s three top performers, exploring the reasons behind an all-Emerging podium. Finally, we will look forward to 2026 through three key outlooks, ranging from Fed independence to the search for tangible returns from Artificial Intelligence.
Let’s dive in!