Shifting Investment Strategies
The conversation highlights a significant trend where investors are moving away from actively managed funds in favor of low-cost passive options, as the allure of unique alpha diminishes. With the rise of private credit, questions arise about its sustainability and whether its so-called golden age has passed, especially as returns struggle to meet investor expectations. The discussion emphasizes the need for investment managers to adapt or risk losing relevance in a changing market landscape.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Exxon Buys Pioneer, Private Credit, and Ireland’s Sovereign Wealth Fund
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