Active, Passive in 'Darwinian Process': Unigestion CEO

The video discusses active management strategies in the context of market stress, emphasizing risk management to offer equity solutions with less volatility. It explores investment strategies, including alternative solutions and multi-asset approaches, addressing client concerns about low interest rates and high equity markets. The discussion shifts to industry trends, highlighting the polarization between large asset managers and boutique firms, and the emerging price war. Finally, it provides a market analysis, suggesting hedging strategies against market stress, the potential for a US rate hike, and opportunities in emerging markets.

What is the primary investment strategy discussed in the text?

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How do the current interest rates affect client decisions according to the text?

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What challenges do active managers face in the current market environment?

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What is the significance of having a long USD position in the current market?

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What are the advantages of emerging markets compared to developed markets as mentioned in the text?

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