Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Hedge Funds and Emerging Markets

This chapter examines the shifting landscape of hedge funds, focusing on their challenges in an increasingly efficient market and the implications for fee structures. It emphasizes the significance of active management, particularly in navigating complex emerging markets like China and India, while also addressing the dynamics of trust in professional relationships and the rigorous selection process for investment managers. The discussion culminates in reflections on the balance between investment potential and the geopolitical factors influencing market behavior.

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