- On U.S. Equities
- Market Turbulence Puts Active Management in the Spotlight
- Refocusing on company fundamentals favors quality stock picking.
- 2022-09-30 18:40
- Key Insights
- In this article, we take a more nuanced view of the active versus passive debate, considering each approach in the context of different market cycles.
- Understanding these dynamics is particularly relevant today given that financial markets may be at an inflection point. Such an environment augurs well for active managers.
- Capital allocation is increasingly being driven by company fundamentals, rather than by macro factors, which have historically provided heightened opportunities for quality stock pickers.
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