Portfolio Manager
• Podcast
Podcast: Ignore momentum at your own peril
Equity markets are living through one of the most powerful momentum runs in decades, driven in large part by the continued dominance of US large-cap equities. But with valuations soaring, the question is: can the winners keep on winning, or will the momentum train soon lose steam?
Authors
Portfolio Manager and Co-Head of Robeco’s Global Equity team
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