Gavyn Davies on Inflation, Asset Allocation and ChatGPT
Macro Hive Conversations With Bilal Hafeez
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The Edge of Active vs. Passable Asset Management
What edge do we have in asset management or fund management on the financial market side? There's the whole idea of just follow the index. Can active managers outperform? Obviously, there's factor investing and risk premium. And on the macro side, can you really beat what rates are telling you or not? So what are your thoughts on active versus passable? What's the edge that investors are? Well, I think a macro investor, certainly a macro hedge funder, which we're not.
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