In uncertain times, consider active management
It offers better protection against looming macro risks, which could have a very uneven impact across industries and countries
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STOCK investors today confront high uncertainty across multiple dimensions, from global geopolitical developments to the artificial intelligence (AI) revolution. As evidenced by recent market turmoil, investors are struggling to price the attendant risks.
Active investment management will prove the best strategy to navigate this environment, in my view. Let me explain why.
Markets entered 2026 supported by resilient global growth and mounting excitement for AI. The corresponding surge in equity valuations created notable imbalances in the investment landscape.
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