Equity Outlook: Breaking concentration with a panacea of opportunities

Equity markets have posted a strong first half performance in 2024. Continued earnings growth globally should lend a positive tailwind for a continuation of the rally. Yet global equity markets are not only concentrated by name, but also by sector and factor, opening up a panacea of opportunities.

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Historical performance is not an indication of future results and any investments may go down in value.

 

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