Investors are feeling late to the market boom driven by AI and familiar stocks. The narrative has shifted, leaving many unsure of where to invest. However, opportunity lies in structural alpha, created by corporate realignment and breakups. Indexes are at record highs, but institutional investors are quietly rotating into companies with steady cash flow and catalysts. The next phase of returns will come from companies simplifying their structures. Structural change is back in focus, with numerous breakups on the horizon. Understanding structural opportunities is key to capturing lasting value in a crowded market focused on stories and sentiment.

Read more at Barchart: Missed The AI Trade? The Next Wave Of Alpha Is Hidden In Structure