Narrow Markets, Full Valuations

KAR Chief Market Strategist Julie Biel, CFA, delves into key drivers behind current market performance, focusing on four questions:

  1. When will the stock market begin to broaden out beyond the biggest technology companies?
  2. Have there been other periods in history where stock market performance was driven by so few names?
  3. How is KAR thinking about AI within the framework of investment decision-making?
  4. Given today’s macroeconomic environment, what should investors be considering moving forward? 

The commentary is the opinion of Kayne Anderson Rudnick. This material has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities.

Past performance is no guarantee of future results.

All investments carry a certain degree of risk, including possible loss of principal.

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