Move Over Mag 7: How to Diversify Your Portfolio for the Next Market Cycle
Автор: VettaFi
Загружено: 2026-01-26
Просмотров: 41
Описание:
Is your portfolio too concentrated in Big Tech? 📈
As we head into 2026, the investment landscape is shifting. While the "Magnificent Seven" have dominated recent returns, a resurgence in thematic investing and active management is changing how savvy advisors build portfolios.
0:00 – Introduction & 2025 Market Trends
0:35 – Why Thematic Investing is Returning
1:33 – Electrification: Beyond AI Data Centers
2:16 – The "Picks and Shovels" Strategy
3:39 – Drivers of Electricity Demand
4:29 – The Rise of Active Fixed Income
6:18 – Navigating Rate Cuts with Core Plus (SMTH)
8:00 – Capital Preservation & Duration Management
9:06 – Diversifying Beyond the "Magnificent Seven"
11:03 – Conclusion & Resources
► Find articles on our site https://bit.ly/3NX9CJz
► Subscribe to our channel: https://bit.ly/3sZ7sPT
► Find us on Twitter: / vetta_fi
► Find us on LinkedIn: / vettafi
#mag7 #2026outlook #thematics
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
![GOSPODARKA WOJENNA ROSJI - CZY PUTIN JUŻ PRODUKUJE CZOŁGI ZAMIAST LODÓWEK [BOJKE]](https://image.4k-video.ru/id-video/g2t5npoRfBA)
