Volatility and Opportunity
A regime shift is underway, reversing decades of global growth trends, with implications for inflation and debt levels across countries. Central banks are struggling to predict economic shifts, leading to increased policy volatility. Amidst this uncertainty, there are promising opportunities for active strategies, particularly in sectors like energy and financials, as volatility may serve as a catalyst for alpha generation.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
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