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In a November 12, 2026 interview on Bloomberg’s Horizon’s Middle East and Africa, Cambridge Associates CEO David Druley discussed how a shift from efficiency to self-sufficiency is reshaping global investment strategies. He warned that equity markets are highly concentrated, with roughly 10 stocks comprising 35–40% of U.S. indices and large portions of global and emerging markets, making diversification more critical than ever. Druley expects only a temporary pause in U.S. AI and data center exp
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