Latest / The Investment Perspective, with Ninety One
#84 Beyond the index: why concentration risk may be active management's biggest opportunity
Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the JSE, and explains why these conditions may be creating some of the most compelling opportunities for active management in years.
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The skinny
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