Stock market concentration: a SKAGEN perspective
By: Alexandra MorrisAs a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?
Investment Director
Alexandra has the overall responsibility for the portfolio team and the investments in SKAGEN’s funds.
She is responsible for ensuring that SKAGEN’s value-based investment philosophy is adhered to.
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 ...
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