Franklin Templeton CA and Raymond James provide insights as we give a lay of the land for exchange-traded funds and how they are being used to navigate broader macro themes. We also cover how advisors think about ETFs when building portfolios and ways they are used to manage risk.

Speakers:

• Alex Lee, Head of Canada ETF Product Strategy at Franklin Templeton Canada
• Kim Inglis, BCom, CIM, PFP, FCSI, RIAC Senior Portfolio Manager at Raymond James

Discussion Points:

• ETF trends, strategies, advisor insights
• ETFs for diversification and defense
• Stay invested, diversify, avoid overreacting
• ETFs for core and themes
• Diversify beyond U.S. megacaps
• True diversification needs broader exposure
• ETFs to lower portfolio volatility
• Low-vol helps stability, investor discipline
• International value offers strong opportunity
• Europe tailwinds: defense, rates, reforms
• ETFs enable flexible income strategies
• Active fixed income for flexibility
• Diversify fixed income, manage risk
• Leveraged ETFs often misused, misunderstood
• Understand holdings, focus on consistency
• Currency hedging depends on goals
• ETFs growing; plan amid uncertainty
• Focus long-term, ignore headline noise