The RINO In the Room: Concentration Risks in Equities

Описание: As impressive as the recent rebound in equities has been, it increasingly looks like a Rally In Name Only. Large-cap technology continues to dominate returns, while most other segments remain under pressure. With inflation picking up and interest rate markets beginning to show signs of dislocation, it’s worth asking whether this concentration of returns contains the seeds of its own undoing.

Marija Veitmane, Head of Equity Strategy at hashtag#StateStreetMarkets, joins hashtag#STTStreetSignals to discuss the sustainability of current equity market strength and whether stress in fixed income could have lasting implications for returns. https://podcasts.apple.com/us/podcast...