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Fidelity International - UK Professional Clients

1,408 followers

3w

Worried about overstretched and overconcentrated markets? Portfolio managers Tristan Purcell, Caroline Shaw and James Durance get their teeth into some of the strategies aimed at steadying the ship in the latest Fidelity Answers podcast. Listen to the full episode here: https://pod.fo/e/3282da For investment professionals only. Capital at risk.

Transcript

You've got the US being 2/3 of the world markets, you have Big Tech plus the Mag 7 being I think nearly half of the US market and the top ten companies in the US as well, I think around 40% of the US market. So you know, whenever you have a periods of extreme concentration like that. It introduces risk, particularly if you're taking a passive or a benchmark aware approach. The obvious question is what happens when it unwinds? And when it does unwind, you can look at periodslikethe.com era where. You had five years from 2000 to 2005 of the S&P, I think it fell around 10% in aggregate, whereas the S&P equal weight actually expanded I think around 30%. So it is still possible to perform or to produce decent returns in periods of unwinding concentration, provided you're not. To benchmark sensitive.

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Worried about overstretched and overconcentrated markets? Portfolio managers Tristan Purcell, Caroline Shaw and James Durance get their teeth into some of the strategies aimed at steadying the ship in the latest Fidelity Answers podcast. Listen to the full episode here: https://pod.fo/e/3282da For investment professionals only. Capital at risk.
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