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Tag Archives: Concentration Risk

Jul 3, 2026

The Taiwan Paradox: Balancing Concentration Risk with Global Diversification

Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end markets, from AI infrastructure and data centers to smartphones and electric vehicles. This positioning has propelled the S&P Taiwan BMI to an average annualized gain…

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Oct 1, 2025

Addressing Concentration with the S&P 500 3% Capped Index

Concentration within the S&P 500® has risen sharply in recent years, reaching multi-decade highs (see Exhibit 1) and reflecting broader trends in the U.S. large-cap equity market. As a result, more market participants are actively seeking ways to mitigate concentration risk. The S&P 500 3% Capped Index offers a practical approach by applying a straightforward…

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