2024-01-31 04:36:00 ET
Summary
- 2023 was characterized by narrow leadership and multiple expansions.
- While last year’s gains have led to headline valuations appearing stretched, there are many segments of the market that are not as aggressively priced.
- With the expectation for more muted but broader equity returns in 2024, investors may want to barbell their equity exposure.
In this article, Russ Koesterich discusses why a different approach to portfolio construction within equities is warranted in 2024. ...
Read the full article on Seeking Alpha
For further details see:
Barbell Equity Exposure In '24