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The Fed’s interest rate cut has refocused attention on resilience. Jensen’s Adam Calamar explains why quality companies may be best placed to navigate a lower-rate environment.
AI beneficiaries now dominate the S&P 500, with the top 10 stocks exceeding 40% of index weight. Jensen explores the market context, parallels to prior concentration periods and how quality firms adapt.
Stock market concentration has played a pivotal role in the bull market that commenced in early 2023. However, this period of lopsided S&P 500 Index returns is not unprecedented in recent history.
Jannis brings a deep global perspective and sector knowledge to Jensen’s Global Quality Growth Investment Team.
For advisors looking to reduce concentration risk without adding excessive volatility, mid-caps may offer an elegant solution. Read article to discover why.
Market volatility is rising. Factor trends show a shift from growth and momentum to value, cash flow and quality. Read our full analysis.