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18 September 2024
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US market concentration in large technology companies has captured investor attention. Here explores how this concentration compares to history and what typically follows periods of extreme concentration.
The rise of the Magnificent Seven and their large weighting in US indices has led to debate about concentration risk in markets. Whatever your view, the crowding into these stocks poses several challenges for global investors.
Stocks have had a barnstorming run of late, breaking to new highs in many markets, as they anticipate imminent cuts to interest rates in the US. Can the run continue, and if so, what are the key signposts to look for?
US Presidential elections can be divisive and unsettling, and at times, it can seem like the fate of the world hangs in the balance. But when it comes to investing, do elections really matter all that much?
In his latest memo, Marks outlines how today’s markets are dramatically different from those of the past 40 years, that equity valuations are mildly expensive, and the most compelling opportunities for investors.
Trend-following strategies have been around for a long time though they're still seemingly underappreciated. These strategies can provide diversification benefits and help protect downside risks to portfolios.
News nowadays seems to have become even more negative with constant stories of disasters, conflict, wrongdoing, grievance and loss. These risks can’t be ignored yet the history of investing suggests that pessimism doesn’t pay.
What went up in 2020-21—cryptocurrency, commodities, real estate, and economic growth —has retreated in perfect sequence starting late 2021 and early 2022. Now it is inflation’s turn, though don't tell the Fed that.
Human beings are storytelling animals yet it’s the job of investors to separate truth from fiction. And the truth lies in numbers, the company earnings and the multiples attached to those earnings.
The past three years seem representative of the history of stock returns: two steps forward and one step back. It provides important lessons about how you should prepare your investment portfolio for future market outcomes.
The power to control the creation of money has moved from central banks to western governments by the issuing of state guarantees on bank credit. What are the implications for investing and inflation?
Central banks and markets disagree on how high and for how long interest rates will remain elevated. US stocks may not have bottomed, though bonds should have a better year as markets sweat on a Federal Reserve pivot.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
This month, Buffett made waves by revealing he’d sold almost 50% of his shares in Apple in the second quarter. The sale not only shows that Buffett has changed his mind on the stock but remains at the peak of his powers.
We’ve seen how the transfer of wealth can work well, with inherited wealth helping families grow and thrive for generations, as well as how things can go horribly wrong. Here are tips on how to get it right.
A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.
Recently, I spent time in hospital for pneumonia. Health issues can clarify what really matters, and one thing became clear to me: 99% of what we think is important is either irrelevant or doesn’t need our immediate attention.
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.