There's a new idea of alpha in the market big fund managers are pursuing

Market Intelligence Analysis

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Why This Matters

Big fund managers are shifting focus from individual stock picking to achieving alpha through diversified investments in cash, bonds, gold, and commodities, as beating the S&P 500 becomes increasingly difficult.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Stock pickers can't beat the S&P 500, and market experts say it's time to stop trying and seek broader portfolio alpha across cash, bonds, gold and commodities.

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Full article on CNBC
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Original article published by CNBC on January 23, 2026.
Analysis and insights provided by AnalystMarkets AI.