Active Management Insights
The conversation highlights the potential for active managers to outperform indexes, with a focus on the importance of trust and performance during downturns. There's a growing trend of chasing hot managers, reminiscent of the tech boom in the '90s, as evidenced by the rapid rise of certain funds. Valuations today appear more stable, suggesting a different landscape compared to past market bubbles.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
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