Show Us Your Portfolio: Cem Karsan
Excess Returns
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The Risks of Active Management
You might play a role in a portfolio, but you kind of get what you pay for. My broad view for equity is going forward here. This is informed by history. And what I believe the political wins are likely to drive as well. As during times of populism, money flows through government. It doesn't tend to flow through capital markets as much. People want to rebalance the distribution. When that happens, it's a demand side driven approach.
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