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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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    • The margin of outperformance of the Magnificent Seven stocks has moderated, and is expected to narrow further.
    • The margin of outperformance of the Magnificent Seven stocks has moderated, and is expected to narrow further. PHOTO: REUTERS

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Jenny Johnson

    Published Fri, Apr 10, 2026 · 03:45 PM

    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.

    Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.

    Fund managementInvestment portfoliosArtificial Intelligence

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