Institutional Investor (April 4)
“For most industries, transformative innovation is an ever-present reality. Within the staid world of investing, true innovation – the type that alters investor behavior and competitive balance – is rare.” It might, however, “be on the cusp of occurring today for the much-maligned active investment management industry. Ironically, the emergence of active ETFs (combined with an advanced approach to active management) might be the Trojan Horse that saves active management.”
Tags: Active ETFs, Active investment, Competitive balance, Cusp, Emergence, Industries, Innovation, Investing, Investor behavior, Transformative
Barron’s (April 4)
“The tariff damage can’t be undone.” Many uncertainties still remain regarding the extent of their ultimate impact, how much the world will reorient to exclude the U.S., and the benefit the tariffs will provide China. However, “the scope, speed and magnitude of the Trump administration’s tariff blitz” made one point “crystal clear: The post–World War II global world economic order is no longer.”
Tags: Damage, Economic order, Exclude, Extent, Global, Impact, Magnitude, Post–World War II, Reorient, Scope, Speed, Tariff, Trump, U.S., Uncertainties, Undone
