Dumb Beta and the Passive Explosion
Featuring Vincent Deluard, CFA
Published on: August 21st, 2017 • Duration: 36 minutes • Asset Class: Currencies, Bonds/Rates/Credit, Equities • Topic: ETFTaking on the smart beta crowd, renowned global macro strategist Vincent Deluard, examines the long term impact on markets of years of central bank liquidity and the rise of passive investing. In conversation with Brent Johnson, Vincent spells out his biggest macro call for the next five years, with the closing of the valuation gap between US assets and the rest of the world. Filmed on August 2, 2017, in San Francisco.