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...Their concentration problem has remained because the value of the Mag7 rose faster than they were selling: And it looks like at least some of the banked from taking profit in one Mag7 has been reinvested...
...So US stock concentration is a headache for global equity managers....
...But it’s at least better than the tech-concentration argument that has floated around for the past decade, impervious to actual evidence and common sense....
...But there are two fundamental differences in how Americans and Europeans see the issue of corporate concentration that will make it difficult to achieve this goal....
...Plenty of other markets in Europe and Asia have much higher levels of concentration....
...Eighteen years ago I started pondering concentration risks in the American equity markets....
...“The industry concentration we are seeing now is all about technology,” Marsh said....
...The concentration of immense wealth in the hands of a few can also bring disproportionate influence over governments, thereby entrenching even deeper divides. The results?...
...And — as a chart borrowed from Duncan Lamont at Schroders shows — the extent of concentration in the S&P 500 is not something investors are used to....
...Emiliou “is of the view that member states may not request the commission to examine a concentration which does not have a community dimension, even where they have no competence to review such a concentration...
...The birds contained lead concentrations well above the threshold for “acute toxicity”, she found....
...Over the past year or so there’s been an unprecedented concentration of stories bemoaning equity market concentration. This is another one....
...That could signal that a broadening trade is under way, with less concentration in the biggest stocks, thinks Citi strategist Beata Manthey....
...What has been less discussed is what it means for the concentration of wealth and power, in the tech industry but also between countries....
...Plus, global stock market concentration has risen to its highest level in decades....
...They have pushed the concentration of the S&P 500 to a historic extreme....
...The US market’s big-tech concentration has been the wrong type. Having a market where only seven stocks count towards the final scores is very inconvenient for stock pickers....
...Voting booths in nearly all the states have been open since earlier this morning, with the highest concentration of states kicking off at 8am ET....
...And these sorts of levels of concentration do come and go. So it’s really worth keeping an eye on how they perform. But right now it’s all pulling in the right direction....
...What the US has instead is in some cases the worst of both worlds — hyper-concentration in key industries in the name of security, combined with all the perils of short-term financial market pressures which...
...Morningstar DBRS on Thursday lowered NYCB to “BBB” from “BBB (high)”, citing the bank’s “outsized commercial real estate concentration relative to most banking peers”....
...The more cynical view is that, given that the biggest cost of a new building is land, greater concentration of the stuff may mean more scope to control local housing supply and prices....
...The exit of KBC and Ulster Bank from Ireland has left what Borja Ramírez, an analyst at Citigroup, has called an “oligopolistic” concentration....
...In fact, our analysis suggests that equity returns have typically struggled following peaks in concentration, with non-megacap equities and core fixed income typically outperforming....
...This year atmospheric concentrations will be 425 parts per million, 100ppm more than when I was born in 1970....
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