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, CFA of Franklin Templeton Institute.
Why is emerging market risk falling while US uncertainty rises? Pooja Malik, CFA, returns to "Financial Perspectives" to explore the massive shifts in global markets over the last 18 months and how a retail-driven AI frenzy is reshaping Asian equities.
Join Mercer, Vanguard, CAIA, and your investment peers for an insightful discussion on emerging trends, innovative strategies, and the evolving landscape shaping alternative investments.
On this month’s Talking Markets podcast, we sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.
