18th March 2024
Columbia Threadneedle Investments: Mag 7 – #Supersize Me
Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?
Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?
A look at the benefits of deliberate, long-term multi-asset portfolio construction.
Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.
Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.
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