Alpha That Makes a Difference; 2022 in Review and a 2023 Outlook with Luke Ellis, CEO
Long Story Short
Active Management
I was quite happy in the late teens period when it was clear that the great moderation meant that there was less of a return to active management. And I would put my hand up and say, yeah, until the environment changes, it was a tough time for active management. But if you believe in that one more inflation doesn't go back down to zero, 1%, then active management should have a very good run.
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