BUBBLE BURSTING MUSINGS

Why it might finally be time for active equity portfolio management

I am fortunate to have wise friends who have seen a lot of different markets. And although I might have been around for a lot of different cycles, I’ve held various roles, so I don’t have a consistent lens to base my experience. For example, I remember the late stages of the DotCom bubble well, but it’s more from the vantage of a sell-side equity deriva…