Allianz's Mahajan Sees More Volatility in 2018

The video discusses the increased market volatility and its implications for active management. It highlights how active management can outperform benchmarks during downturns and explores the potential for economic downturns in the future. The discussion includes portfolio strategies, comparing active and passive management, and the role of volatility in market dynamics. The video concludes with an analysis of current market trends, including the behavior of the dollar and treasury yields.

What are the implications of increased market volatility for active management strategies?

What are the challenges and opportunities presented by a potential downturn in the economy?

How did the performance of the 6040 portfolio in 2017 compare to its performance in 2018?

What factors might lead investors to prefer passive management over active management?

Discuss the potential impact of a weaker dollar and higher yields on market volatility.