'Growth-at-Any-Price Investing' Is Dead: JPM's Manley

The video discusses the evolving market landscape post-pandemic, highlighting the shift from 'growth at any price' to 'growth at a reasonable price' investing due to changing interest rates. It emphasizes the importance of active investing over index-based strategies in the current market environment, suggesting that active management can lead to outperformance with the right sector and security selection.

What factors does the speaker mention that influence the long-term trajectory of interest rates?

According to the speaker, what should investors focus on in the current market environment?