
14 MAY 2026
Rethinking US equity exposure through sectors
Stock market sectors are diverging dramatically. Dina Ting explores what has changed in the past three years—and the past 20—alongside implications for investors.
WHY THEMATIC ETFS?
At Franklin Templeton, we have built an enviable reputation for thematic and technology investing. By harnessing our experience in these fields and applying it to ETFs, we are bringing customers access to pools of cutting-edge companies at the forefront of their fields — all via low cost and transparent investment vehicles.

A complement for traditional sector-style investing. Thematic investing offers a way to tap into long-term megatrends, providing exposure to companies from multiple industries.
Take a multi-dimensional investment approach capturing long-term societal shifts. Investment selection by theme relevance as well as sustainable impact.


Track indices consisting of companies involved in sustainable practices. Selects companies which positively align to the UN Sustainable Development Goals (SDGs). Excludes companies involved in controversial business practices as well as companies which score poorly on various Environmental, Social or Governance scores.
Invest in companies globally, both large and small companies leading innovators and potential disruptors across the theme, with the potential to outperform traditional indices.

These unique, forward-thinking strategies capture some of the main themes affecting the world today. Working with Solactive, a provider of global indices, we have created portfolios that track diversified indices of companies aligned to each theme. This allows clients to effectively diversify core holdings and build satellite thematic holdings with unique exposures.

One of humanity’s biggest challenges as the global population grows, is how to feed populations in a sustainable fashion. Our portfolio is designed for focused exposure to the innovative companies tackling this important dilemma.

Populations are ageing and spending on healthcare is soaring. Tap into the innovative opportunities that are helping us lead healthier lives.

There’s a universe of companies transforming how we live, work, learn and play. Join the Web 3.0 revolution.