From US Concentration to Global Opportunity—Staying Invested While Preparing for Volatility

Published on March 5, 2026

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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Equity, Oil, or MLPs? Choosing Your Route To Energy

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Energy is among the smallest sectors in the S&P 500, representing only about 3.5% of the benchmark’s sector allocations, and yet, it’s energy that’s capturing investor attention this year. A big part of the story centers on oil and natural gas, now in sharp focus due to an ongoing conflict in the Middle East.

Reducing Portfolio Risk

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Investing in financial markets is not for the timid. In a very recent Bond Market Commentary, the Head of Fixed Income Solutions, Nick Goetze, discussed “Preparing for the Storm.”