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Equity Mates Investing Podcast — Momentum, market concentration & two out-of-favour stocks with Matt Jones
Scout ratingSCOUT· 38%43m·2026-10-22·Money

Momentum, market concentration & two out-of-favour stocks with Matt Jones

Equity Mates Investing Podcast

The S&P 500 keeps climbing, but what if your portfolio is taking on more risk than you realise? Bryce & Ren are joined by Matt Jones, Co-Portfolio Manager of the Fidelity Research Global Equities Fund, to unpack the momentum trade powering global markets and the hidden concentration risks lurking beneath the surface.…

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