The Money ShowInvestment School: Global stock markets face growing concentration risk - Why owning more shares may not reduce investment risk
Stephen Grootes speaks to Eugene Botha, Head of Research Hive at Momentum Investments, and Viv Govender, Portfolio Manager at Rand Swiss, about how many investments you really need to build a diversified portfolio. New research from Momentum Investments shows that the world's biggest technology companies are increasingly dominating global stock markets, with the ten largest companies accounting for roughly a quarter of the MSCI World Index. With so much investment performance tied to a handful of companies, how many investments are enough, and how can investors avoid putting too much money at risk?
The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.
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