The invention of market cap-weighted indices has been beneficial for the average investor by providing a simple and efficient way to gain exposure to equity markets. We examine how elevated ...

Financial advisors face mounting challenges when searching for alpha as market concentration hits record highs and passive ...

Over the last decade, the 10 largest stocks in the Russell 1000 Growth Index rose to dizzying heights to dominate the market. Market concentration rewarded passive investors who held market weights in ...

Since the low point of 2008, the value of global bonds and equities has grown to $255bn, more than 2.5x their starting value. In share markets, those 16 years have also seen an expansion of the ...

David Kostin is seeing similarities to the dot-com bubble as "superstar" firms boost the market. Record-high market concentration will lead to a decade of weak returns, the strategist said. Kostin ...

Is your portfolio making a big bet on the Magnificent Seven? Why it matters: Mega-cap names like Nvidia, Alphabet, and Apple belong to the exclusive club that has largely driven US returns higher in ...

Understanding market concentration helps advisors guide clients in balancing risk and diversification, ensuring portfolios are aligned with long-term goals while minimizing unnecessary exposure to ...

Goldman Sachs has issued a stark warning for U.S. equity investors, predicting significantly lower returns for the S&P 500 over the next decade due to historically high levels of market concentration.

Dominant companies are broader and more resilient than they appear ...

The U.S. stock market has become so concentrated that even broad index funds are no longer well diversified, our columnist ...

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