רוב המומחים בטוחים: הסקטור שחשוב להיות בו - ועוד 4 כתבות על המצב בשווקים

הערכה

Israeli markets are at a midyear checkpoint, with analysts coalescing around a single favored sector for the year ahead. Hedge funds outperforming the TA-125 index suggest active management is finding edges in the current environment. The bullish case on Wall Street, despite elevated valuations, indicates confidence in sustained momentum. Meanwhile, a surge in equity allocations within pension accounts raises the question of whether retail investors are chasing returns without proper risk calibration.