Roberge: More Volatility Likely Because of Election

The video discusses the roles of passive and active strategies in investment portfolios, emphasizing the importance of active management for returns and risk management. It highlights challenges faced by active management due to market cycles and correlations. The evolution of fee structures in investment management is examined, noting a trend towards lower fees. Long-term investment strategies and market cycles are discussed, with a focus on educating clients. The impact of political events on market volatility is analyzed, and potential regulatory changes are explored.

How do institutional investors view the balance between active and passive investments?

What role do central banks play in the current investment landscape according to the discussion?

What are the potential implications of changes to financial regulations like the Dodd Frank Act?