JPM's Santos Says Now Is the Time for Active Management

The video discusses a potential market shift from growth to value, analyzing sectors within the value style, such as utilities and banks. It highlights the debate between active and passive management strategies, emphasizing the importance of active management in the later cycle of the US market. The discussion includes the role of interest rates and net interest margins in financial sectors, and the need for tactical shifts in investment strategies.

What role do you think passive strategies play in a portfolio during a market shift?

In what ways can active management be beneficial in the current market cycle?