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In part one of the interview, Schuller takes us on a journey through modern portfolio construction theory, arriving at the conclusion that markets are not efficient, but adapt to new realities over time. Alpha therefore is only a temporary opportunity, which converts into beta once it has been exploited.
In part two, Schuller discusses the implications of this for fund selection and portfolio construction.
Active equity and fixed income funds saw positive inflows for the month
Cristina Pérez Liz joins Octopus from Kennedy Wilson
Washington-based think tank says Europe’s industrial sector faces ‘formidable challenges’
There are few signs of optimism across the continent, according to ING economists
The UK is also bringing forward ESG ratings regulation
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe
