Sean Cameron, CFA, and Erik Weisman discuss the rise of public company concentration ratios and the effects of firms that increasingly dominate their markets, how these firms win differently from other winners in the past and how some investment paradigms may be challenged as a result. They also discuss implications for rates, credit spreads, and volatility, as well as the broader notions of asset allocation and security selection

This is the archived version of a live broadcast that took place 12 October 2018 at the CFA Institute Fixed Income Management Conference 2018.