You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again?
The so-called Magnificent Seven now dominate both US and global indices, quietly shaping returns for anyone holding “broad” ETFs.
We examine whether global diversification is becoming important again as big institutional players like Vanguard cut back on UK exposure and also talk about the rise and rise of gold.
Has one of our best known commentators changed his long-standing tactical view on the metal?
Michelle Martin speaks with Arun Pai, Associate Partner at Monk’s Hill Ventures, about how to spot unintended exposure and what a smarter diversification strategy really looks like, hosted by Michelle Martin.
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