In the ever-changing landscape of global equity markets, understanding the impact of passive and active investments is crucial. That's why we dive into the rising phenomena of passive ETFs and their implications on capital allocation. Morten enlightens us on how active managers can adapt to survive, while shedding light on the potential risks of investing in thematic funds. We wrap up this segment by examining the possible implications of large-scale passive investments on the global equity markets.
Ever wondered how macro themes affect micro investments? Stay tuned as we explore the interplay between these two crucial aspects of investing. We discuss the rise of big government leading to massive intervention in free market capitalism and the shift to intelligent automation technology reshoring supply chains. And, let's not forget the importance of differentiating signal from noise in investing. We learn how focusing on pragmatic indicators like new factory constructions and increased R&D spending can be better indicators for potential investments as opposed to simply following market noise. Join us for a compelling conversation that promises to provide valuable insights for all long-term investors out there.
Links mentioned in the episode:
https://www.cworldwide.com/
https://www.linkedin.com/in/mortenspringborg/
Thanks for listening. Be sure to rate and subscribe to The Future-Ready Advisor podcast to not miss an episode.
What’s Next?
Staying Ahead of the Curve: Insights for Financial Advisors
In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.
I have a wealth of resources to help you navigate these challenges:
- Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
- While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions – in investing, at home, and in the workplace.
- Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox.
Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on …