Author: Christian Buhagiar

The great rotation we have witnessed since the vaccine announcement last November has helped active fund managers to benefit greatly thanks to their stock picking abilities, combined with a disciplined approach to valuation. The question remains, where can we go from here? Throughout the last decade, active managers faced various major headwinds, with one of the most prominent being the unprecedented levels of market concentration. In fact, this factor, along with the rise of passively managed funds, is one of the main contributors that led the active fund management industry to face disruptions. The onset of the pandemic drastically increased…

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