Elea Capital and CPR Asset Management are warning of the excesses of a market doped by passive management and hyper-concentrated around a few star stocks. As the momentum seems to be breaking, they recommend thinking outside the box, playing oversold markets, mega-trends and forward-looking themes. Donald's "liberation day"...
Falling markets, end of the "Magnificent 7" state of grace: which themes to play?

(Credit: Euronext)