Stock market concentration: a SKAGEN perspective
Par: Alexandra MorrisAs a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?
As a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?
Global equities maintained their ascent in the second quarter, but fewer stocks are generating the returns – as their valuations and market concentration ...
In the first of a series of articles ahead of the US election, I examine how the reversal of capital flows since the pandemic has impacted stock markets and ...
The latest round of inflation data appears to have reassured investors that interest rate cuts remain in sight, if not quite within touching distance. As eyes ...
Stock markets around the world broke records during the first quarter but economic and geopolitical risks are looming on the horizon.
On a recent visit to South Korea, Vietnam and India, we discovered three very different cultures and addressed ESG, financial and operational matters with ...
Perhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a global recession and rock-bottom investor sentiment ...
A side-effect of the runaway returns generated this year by the world’s biggest companies is that those lower down the food chain are looking increasingly ...
So far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the perceived wisdom being that choking demand by ...
As summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 could have in store for investors.