Uncertainty Has a Grip on Markets
Real Vision: Finance & Investing
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Is There an Era of More Active Management?
Do you think an era of more active management is coming back? 100% that was one of my five bullet points in my memo when I raised the seed capital to start the fund. It's not a popular view today, but I think it will be in five or ten years from now. If monetary conditions are harder and rates are higher, then you will see more dispersion in the returns of different assets across industries, across sizes, across geographies.
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