Is There a Curvature in the Return Space?

In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered:

• The passive narrative, and its impact on market structure.
• Vanguard and Blackrock’s lobbying efforts.
• Target Date Funds and their increasing dominance.
• COVID-19 and the government’s response.
• The power of language.
• Michael’s recent paper: Policy in a World of Pandemics, Social Media, and Passive Investing (linked below)

And much more. You can find Michael’s paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics