In this episode of FireSide, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period.Join Lara Rhame, Chief U.S. Economist, and Andrew Korz, Director, Investment Research, as they unpack the macro drivers contributing to equity market concentration and share their opinions on how to navigate where the market might go next.  <a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1741292/open_sms">Have a question for our experts? Text us for a chance to have your questions answered on the next episode.</a>To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to <a href='https://fsinvestments.com/insights/'>FSInvestments.com</a> <a href='https://bit.ly/m/fsinvestments'>https://bit.ly/m/fsinvestments</a>

In this episode of FireSide, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period. Join Lara Rhame, Chief U.S. Economist, and Andrew Korz, Director, Investment Research, as they unpack the macro drivers contributing to equity market concentration and share their opinions on how to navigate where the market might go next. Have a question for our experts? Text us for a chance to have your questions answered on the next episode. To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

In this episode of FireSide, the Investment Research team explores the unprecedented concentration in the U.S. equity market. This top-heavy market meant impressive returns for investors over the first half of the year, but it could become one of the key risks for portfolios in the coming period.Join Lara Rhame, Chief U.S. Economist, and Andrew Korz, Director, Investment Research, as they unpack the macro drivers contributing to equity market concentration and share their opinions on how to navigate where the market might go next. &nbsp;<a href="https://www.buzzsprout.com/twilio/text_messages/1741292/open_sms" rel="noopener noreferrer">Have a question for our experts? Text us for a chance to have your questions answered on the next episode.</a>To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to <a href="https://fsinvestments.com/insights/" rel="noopener noreferrer">FSInvestments.com</a> <a href="https://bit.ly/m/fsinvestments" rel="noopener noreferrer">https://bit.ly/m/fsinvestments</a>

FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market

FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of FS Investments or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.

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FireSide is a podcast series from FS Investments featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. FS Investments is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of FS Investments. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of FS Investments or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. FS Investments does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. FS Investments cannot guarantee that the information herein is accurate, complete, or timely. FS Investments makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither FS Investments nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.

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FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market

FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market

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