The stock market raised another red flag for investors last week when Nvidia Corp.’s breathtaking guidance for rising sales, driven by products tied to the corporate deployment of artificial intelligence, seemed to make people forget two things: A higher concentration in your portfolio also means higher risk. And the Federal Reserve may be nowhere near ending its efforts to slow economic growth as it tries to clamp down on persistent core inflation.
Matthew Benkendorf co-manages the Vontobel U.S. Equity Fund VTUIX, which is…
