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FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market
Manage episode 366815500 series 2899874
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In this episode of FireSide, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period.
Join Lara Rhame, Chief U.S. Economist, and Andrew Korz, Director, Investment Research, as they unpack the macro drivers contributing to equity market concentration and share their opinions on how to navigate where the market might go next.
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