Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Sector Chart Pack: Hyperconcentration​

by Irene Tunkel, Chief Strategist   Rishabh Shah, Senior Analyst  

The outperformance of the S&P 500 relative to the S&P 500 EW index is likely to continue over the next year, supported by stronger earnings growth. However, extreme levels of market concentration will ultimately halt the outperformance of the mega-caps.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | US Equity Strategy

Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.