Are markets too concentrated right now?

Three investment experts look at the issue of market concentration, its implications for portfolio performance, and how income strategies can help allocators build resilience for it. Multi asset portfolio manager Caroline Shaw, fixed income fund manager James Durance, and equity income investor Tristan Purcell explore whether current market returns are overly concentrated, particularly within US markets and Big Tech stocks. Viewers will gain insights into the risks posed by such concentration, including potential volatility and the impact of unwinding.

The discussion highlights the importance of diversification strategies to mitigate these risks and improve portfolio resilience. Learn about opportunities in European markets and sectors like financials. Our experts also discuss navigating inflationary pressures and the potential effects of US monetary policy shifts on global investment strategies. For investment professionals.

00:00 Intro
01:40 Market red flags
03:13 Extreme market concentration
07:20 Heavy flows into Europe
12:30 What's driving real estate performance
16:59 Link between real estate and bond duration performance
19:15 Managing pitfalls of growth equities
21:02 Playbook for quantitative easing
27:30 Case for financials
29:02 Key takeaways
29:54 Hot cakes and hot potatoes

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