Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Market Cap

go board concept
Equities

The equity market is concentrated – but does it matter?

In the second of a series on market concentration, we examine whether concentration poses a threat to investors.
Fadi ZaherJason LeeArchimidis Fotopoulos
By  Fadi Zaher, Jason Lee, Archimidis Fotopoulos
31 Oct 2024
4 min read
equity concentration
Markets and economics

Just how concentrated are equity markets?

In the first of a two-part series on market concentration, we explain the metrics used to measure concentration and what they tell us about today’s...
Jason LeeArchimidis FotopoulosFadi Zaher
By  Jason Lee, Archimidis Fotopoulos, Fadi Zaher
16 Oct 2024
4 min read
standing-on-the-shoulders-of-giants.jpg
Investment strategy

Standing on the shoulders of giants

What 2018 taught us about the perils of concentration and what it all meant for equity factors.
Andrzej Pioch
By  Andrzej Pioch
12 Dec 2018
4 min read
780-x-467-share-trading.jpg
Investment strategy

How market frictions can live in harmony with persistent factor premia

As we continue our voyage on the factor premium drivers, our next destination is 'market structure'.
Andrzej Pioch
By  Andrzej Pioch
11 Jun 2018
2 min read
Baking ingredients
Investment strategy

How much sugar is in your sugar?

Soviet-era Polish cinematography is often a source of seemingly absurd catchphrases repeated for generations. “How much sugar is in your sugar” is a classic one...
Andrzej Pioch
By  Andrzej Pioch
15 Aug 2017
5 min read

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