Taylor Topoussis and Chris Galipeau discuss high-conviction insights that go beyond media headlines.
Chris Galipeau discusses high-conviction insights that go beyond media headlines.
Get ready each week with high-conviction insights that go beyond media headlines.
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.
The US economy remains resilient. The gross domestic product (GDP) growth estimate from the Atlanta Federal Reserve (Fed) GDPNow model as of January 8 shows 5.4% real growth for the fourth quarter (Q4) of 2025.
Since the first rate cut of this cycle in August of 2024, the S&P 500 has risen by roughly 16%, broadly in line with historical performance during prior expansionary easing episodes.
