After a dismal 2022, equity markets have rebounded quite strongly in 2023 lifted by artificial intelligence (AI), the slowdown of interest rate hikes, and improving inflation prints. However, this rebound has surprised by its lack of breadth. Market-cap weighted stock indices’ overconcentration around the world, and in particular in the US, has been a continuous issue for the last few years but 2023 stands out for the acuteness of the issue.
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