US concentration warning: Just five stocks drove 92% of returns in Q1

How long will growth burst last?

clock

Spike Hughes takes a closer look at the dominant US equity themes of recent months and concerns for investors.

2015 so far has been challenging for active managers of US portfolios. The market has been misleading, rewarding things that simply do not make sense - a reminder of the dotcom era, perhaps? Last year,...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

John Redwood, chief global strategist for Charles Stanley

Charles Stanley's Redwood: Chimerica is so last decade

Both have hit problems in 2022

John Redwood
clock 25 May 2022 • 6 min read
The company's AGM is on 25 May

Stock Spotlight: Amazon's future growth pinned to worker rights war

Upcoming AGM

clock 19 May 2022 • 4 min read
Tesla was not included because its ESG score was in the bottom 25% of its peer group
ESG

Tesla booted from S&P ESG index

Musk says ESG is a ‘scam’

clock 19 May 2022 • 1 min read
Trustpilot