Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, recounts his 2025 thesis that equity leadership would broaden beyond the Magnificent Seven. With the thesis now delivered, he unpacks the earnings-driven case for small caps, equal-weight indices, and international markets—and cautions that a more volatile, demanding phase lies ahead. He also explains why investors should prepare for near-term volatility but stay ready to put capital to work on pullbacks.
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