Are the largest US stocks too dominant?
Exchanges26 Maalis 2024

Are the largest US stocks too dominant?

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, media, and telecommunications markets business in Global Banking & Markets, point out on Goldman Sachs Exchanges that these stocks' valuations reflect strong earnings. If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bain Capital’s David Gross on global opportunities and private equity’s evolution

Bain Capital’s David Gross on global opportunities and private equity’s evolution

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1 Huhti 202535min

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

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25 Maalis 202525min

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21 Maalis 202544min

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18 Maalis 202515min

How tariffs will impact the US economy

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Trump’s tariffs: Big talk or big action?

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Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new...

4 Maalis 202517min

Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund

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28 Helmi 202533min

Macro questions and market strength

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18 Helmi 202525min

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