Equity Market Insights
Steven discusses the importance of long-term capital allocation in public markets, emphasizing that while beta drives most returns, active management remains crucial. He highlights the challenges of generating alpha in the US due to market efficiency and contrasts this with the potential opportunities in less efficient markets like Europe and emerging markets. The conversation underscores a commitment to equity risk despite the complexities involved.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113)
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