ACTV - Stock Markets Becoming More Difficult

2024-06-18 12:30:00 ET

Summary

• Picking a portfolio of currently attractive stocks is becoming more difficult around the world, both for the portfolio managers and business managers.
• This is emphasized by the media’s attention on popular indices, where a small number of stocks are driving performance.
• Today there are multiple sub-markets within the entire universe of available stocks.

Picking a portfolio of currently attractive stocks is becoming more difficult around the world, both for the portfolio managers and business managers. This is emphasized by the media’s attention on popular indices, where a small number of stocks are driving performance. The media, marketers, and unsophisticated investors chatter about “the market”. However, today there are multiple sub-markets within the entire universe of available stocks....

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