Concentration risks are growing as a few top stocks drive the market's performance.

"a year of two halves" as stocks face soaring yields and a strong dollar before Trump's pro-market policies provide a boost, Mike Wilson said.

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Morgan Stanley analysts shared a group of high-quality stocks that are cyclical and overweight-rated, as they expect the group to outperform. Analysts said that a break from the 4-4.5% 10-year yield (US10Y) “sweet spot,