Fazila Manjoo, Portfolio Manager at Mergence Investment Managers, writes for HedgeNews Africa’s special report on Actively Managed Certificates (AMCs). Her topic is “finding alpha with new technologies.”By ignoring growing market concentration and new technologies, traditional fund managers are less resilient to market risk. Fazila explores why using a systematic investment approach is attractive today, regardless of which stocks become or stay magnificent.
The Magnificent Seven: looking beyond the hype
With the build-out of data centres not losing steam, the AI trade continues to command investors’ attention. But beneath the
