The “set it and forget it” strategy is at risk in volatile markets. Savvy managers can dodge sectors your index fund is ...

Just 10 stocks account for nearly 40% of the S&P 500's value, the highest concentration in the stock market since the Great Depression. Today's top-heavy stock market concentration was among the risks ...

U.S. equity market concentration has increased sharply over the past decade as mega-cap companies have grown faster than the broader large cap universe. Measures such as the effective number of stocks ...

New analysis casts doubt on the assumption that Magnificent 7 stocks act as a single market trade.

Concentration within the S&P 500® has risen sharply in recent years, reaching multi-decade highs and reflecting broader trends in the U.S. large-cap equity market. A key measure of diversification is ...

Fundsmith’s Terry Smith says passive funds are laying the foundations of a major investment disaster - is he right?

The top 10 US stocks now account for over one-third of the market, up from 18% a decade ago. Concentration risk is rising, making portfolios more vulnerable to shocks in a few dominant names. US small ...

The US now represents nearly two-thirds of the FTSE All-World Index, reducing global diversification. Using algorithmic reweighting can rebalance indices and lower ...

The winners-take-all effect of concentrated markets has reshaped the profile of global equity markets. At the end of 2025, the Magnificent Seven’s weight in the Morningstar Global Target Market ...