Mike Green | Passive flows, a self-perpetuating market and unpleasant simulations

In episode 108, Alex Proimos speaks with Mike Green, chief strategist and portfolio manager at Simplify Asset Management.

This episode discusses how to utilise the data for passive market flows to benefit your portfolio. We explore the active versus passive debate from a new angle, particularly at a time of declining alpha in listed markets due to unprecedented liquidity from central banks. We then cover how markets no longer behave linearly, and this requires derivative strategies and leverage to add convexity to your portfolio.

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What the transformation of the labour market means to investors

Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus

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