Patel: Future of Active Asset Management Is About Driving Alpha

The video explores the impact of global trade dynamics, particularly the US-China trade war, on investment trends and manufacturing. It highlights the shift in manufacturing to countries like Vietnam, Indonesia, and India. The discussion then shifts to the future of asset management, emphasizing the importance of active management and the role of ESG in emerging markets. Finally, it compares index and active investing, questioning the future of market cap weighting and the potential for new investment strategies.

In what ways are indices being questioned in the context of market changes?

What investment opportunities are suggested for the future based on the text?