• Some narratives dominate the conversation when it comes to markets.
  • We asked four financial experts what investors are under-appreciating the most right now.
  • Savita Subramanian, Michael Cuggino, J.R. Gondeck, and Jordan Kahn weighed in.

Narratives can catch fire and dictate what investors think about and how markets behave – ask Robert Shiller, the Nobel prize-winning economist whose most recent book was dedicated to the topic.

But other storylines can sometimes fail to get the same level of mainstream attention, or are looked at through the wrong lens.

In recent weeks, we asked four financial experts what they think investors are under-appreciating the most these days. Their answers ranged from risks that threaten to derail markets to opportunities that investors haven’t caught onto yet.

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