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.
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