Index Funds to Underperform Active: BofA's Subramanian

The video discusses how corporations are adapting to economic and geopolitical challenges by investing in automation and reshoring to manage risks and improve productivity. It highlights the current market gloom and suggests that active investing may outperform index funds due to high valuation dispersion and the need to identify winners in a rational market environment.

What does the term 'mean reversion of valuation' imply in the context of current market conditions?

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In what ways are companies expected to change their strategies in a more rational economic environment?

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