The era of loose monetary policy created an environment that rewarded passive investors in the US. However, with the US raising interest rates for the first time since 2006, Felix Wintle explains why he believes active investing will be more important than ever.
In the video Felix discusses:
- The rising cost of capital and its impact on different sectors, especially materials, energy and industrials
- The energy sector, which traditionally suffers in a rising rate environment – something which is being exacerbated by the falling oil price
- Technological disruption and the opportunities that this is creating for active investors across all industries
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