There Are Fewer Firms to Deal With After Archegos Collapse: Man Group CIO

The video discusses the reduction in counterparties in financial markets, particularly in prime broking, due to regulations and competition. It highlights the impact of the financial crisis on prime broking and the potential return to a duopoly. The discussion shifts to the performance of value investing compared to growth investing, emphasizing the cyclical nature of markets. Finally, it addresses risks in equity markets, including elevated volatility and the potential failure of diversification strategies, urging the need for adaptable risk management approaches.

In what ways can investors adapt their strategies in response to the potential failure of the 60/40 portfolio?

What are the potential risks of running an 80/20 portfolio in the current market environment?

How can investors effectively manage the risk of equities and bonds failing to diversify?