Is passive investing making markets more concentrated? Will today's AI winners still exist in a decade? And why might cash be one of the most misunderstood assets in investing?
In this episode of Asset Allocator, Nathan Sweeney, chief investment officer for multi-asset at Marlborough, joins Amina Zafar and David Thorpe to discuss how investing is changing in an era of artificial intelligence, social media and information overload.
Nathan explains why the active versus passive debate remains relevant, why market concentration may not be the threat many investors believe it is, and why access to information is no longer an advantage for fund managers.
He also discusses the rise of AI, the challenge of separating signal from noise, the impact of social media on investor behaviour, and why many investors misunderstand risk, inflation and the role of cash in a portfolio.
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