
Publication Date: March 2026
Thought Leadership - From US concentration to global opportunity - staying invested while preparing for volatility
As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
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FTINS-USCON
Publication Date: March 2026
Thought Leadership - From US concentration to global opportunity - staying invested while preparing for volatility
As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.