THE MANY VERSUS THE FEW

Why the 'tourist thinks it's time to broaden stock portfolios

We are now a little more than halfway through 2023, and although it might seem there are a multitude of themes pulling and pushing on the market, there is one overriding idea that has dominated Wall Street’s thinking so far this year. From the yield curve to every institutional sentiment indicator, the market has consistently erred at pricing in a loomi…