The recent success of the so-called magnificent seven stocks has caused plenty of pause for thought so far this year.
In the latest edition of the Asset Allocator Podcast, we speak to James Crocker of Albert E Sharp about why he's so nervous about the magnificent seven and their influence on the wider stock market.
They also weigh up the impact of a looming shift in monetary policy to cutting interest rates and its impact on allocations.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
It is available on Spotify, Apple Podcasts, Google Podcasts, Acast and most other major podcast platforms.