Reported about 8 hours ago
Jim Masturzo, chief investment officer at Research Affiliates, warns that despite the prevailing investor enthusiasm for technology and AI, valuations still play a crucial role in market assessments. He cautions that reliance on a few large companies for earnings growth could lead to increased risks, as history shows that inflated valuations can plummet unexpectedly. Investors should remain aware of these risks and avoid being misaligned in their positions as market corrections occur.
Source: YAHOO