Active Management in Concentrated Markets: Insights from Stu Kedwell

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The Institutional Beat

PH&N Institutional

14 episodes

3 weeks ago

Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.

Investing

Business

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Exploring the latest trends, insights, and strategies shaping the global institutional investment landscape, with a distinctly Canadian perspective.

Investing

Business

Active Management in Concentrated Markets: Insights from Stu Kedwell

The Institutional Beat

34 minutes 30 seconds

3 weeks ago

Active Management in Concentrated Markets: Insights from Stu Kedwell

In this episode, Institutional Portfolio Manager Slava Sherbatov interviews Stu Kedwell, Managing Director, Senior Portfolio Manager and Global Head of Equities at RBC GAM. Together, they discuss the challenges faced by active equity managers in the current market environment and potential ways to manage them.