Aubrey Capital On Market Concentration: Impact & Risks

Comment from Chris Sutton, Investment Manager at Aubrey Capital Management on market concentration and the evolving global economy, focusing on the growth and impact of US dominance, along with its potential risks and rewards for global investors.

Table of Contents

• Growing Markets, US Dominance

• Concentration of Market Returns has been Significant

• US Interest Rates, Markets, and Recession, or Not?

• Whither Now?

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