DUE DILIGENCE REPORT – LARGE CAP US EQUITIES

Large-cap US equities remain the dominant force in global markets, but concentration, valuation gaps, and shifting sector leadership are testing investors’ conviction. Portfolio managers on Citywire’s latest Due Diligence Report panel explore growth versus value dynamics, the role of the Magnificent Seven, and opportunities off the beaten track in areas from healthcare to financials. When the market is ruled by giants, the question is how best to harness their power.