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Morningstar’s 2024 U.S. Market Outlook: Shifting from Thematic to Idiosyncratic
Over the past one and a half years, 56% of the market’s return can be attributed to just ten stocks–and no theme has been more dominant than artificial intelligence. Of these ten stocks, seven were rated either 4- or 5-stars at the beginning of 2023. However, at this point, only one remains 4-star rated and…