Q1 Active Management Pulse: Positioning Broadens Beyond AI Leaders
Source: SeekingAlpha
2026-02-26 06:56:00 ET
Optimism builds as positioning evolves
Equity managers are navigating a challenging backdrop: concentrated market leadership, wide valuation gaps between U.S. and non-U.S. equities, and policy uncertainty as we move through Q1 2026. AI positioning remains crowded, rate cycles are diverging across regions, and dispersion within cyclicals is increasing. At the same time, industrial capex is reaccelerating and fiscal measures are beginning to pull forward demand....
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Q1 Active Management Pulse: Positioning Broadens Beyond AI Leaders
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