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Alpha Exchange — Andrew Lapthorne, Global Head of Quantitative Research, Societe Generale
Buzzing ratingBUZZING· 76%57m·2026-01-15·Money

Andrew Lapthorne, Global Head of Quantitative Research, Societe Generale

Alpha Exchange · 240

Today’s market landscape is defined by extremes that challenge conventional portfolio construction. A small group of mega-cap stocks now represents an unprecedented share of index weight, profit generation, and capital spending, raising important questions about valuation, diversification, and risk concentration. With…

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