Concentration in equity markets has reached unprecedented levels. While this has driven remarkable returns for a narrow slice of the market, it raises critical questions about diversification, valuation, and risk for equity investors.
What does this mean for your portfolio?
In this insightful interview, David Walsh unpacks the findings from RQI’s research, revealing that investing in benchmarks may not deliver the diversification you expect. As we delve into the risks of market concentration, we also explore how these dynamics, coupled with high valuations and potential disruptions, challenge traditional investment approaches.
Discover how the RQI process mitigates these risks with a disciplined, diversified approach, and learn why rethinking index fund reliance is critical for investors seeking sustainable value in today’s complex markets.
About our white paper
The U.S. equity market has grown sharply as a proportion of global equity markets since 2015, with concentration increasingly on a handful of names, particularly U.S. tech growth stocks.
Our white paper highlighted how the market concentration poses both challenges and opportunities for equity investors. Click here to read full report: Extreme concentration and its implications for equity investors
RQI Investors
We combine powerful quantitative analysis with human insight, aiming to deliver strong investment performance
Our proprietary quantitative equities approach is founded on proven data combined with the disciplined application of meaningful economic fundamentals that aims to enhance investment performance.
Read our latest insights
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