In his recent Morgan Stanley post, Michael Mauboussin ponders how the recent increase in concentration of US companies compares to the degree of concentration in the past and whether we can learn something from it. There are some interesting takeaways. I think it shows that the top companies, unlike the past, is able to create […]

source: https://thefinance.sg/2024/06/18/is-market-index-concentration-good-or-bad-for-index-investors/