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.
King Lip of BakerAvenue shares how advisors navigate taxes, emotion, and liquidity in concentrated stock positions while looking ahead to private markets and the AI boom in our season 6 finale of Financial Perspectives.