Active Equity Investing for the Long-Term
September 20, 2016
In this new blue paper we discuss the role of equity investing in a portfolio for the long-term. In particular, we first show how equity investing has provided the best return opportunities for investors with a long-term horizon. Since not always active manager have been able to generate alpha, we then highlight the key features of skilled active managers. Finally, we analyze the current equity market cycle and present which opportunity is knocking for good active managers.