With the appetite for thematic strategies expected to grow, says Cerulli
With macro challenges forcing investors to ‘rewrite their playbook’
In an appointment ‘instrumental to the firm’s expansion’ in the region
Investors have not felt much benefit
And are backwards looking quant models set to become obsolete?
Investors behaving like fund managers by trading active funds opportunistically and ‘buying and holding’ index trackers
But some argue that limited leverage means less engagement on climate and green issues
Has the pandemic altered the growth trajectory across southern Europe?
Research pits active managers against non-boutiques and passive indexing
Managers will have to shrink core active offer as revenues fall warns Oliver Wyman/Morgan Stanley report