Episode Details

After a decade of mega cap dominance reinforced by passive investing, individual stock moves are now much larger than the index and correlations have dropped to near their lowest since 2018. We discuss why it’s now time for active investing versus the passive investing that has dominated the prior decade, and how our transformational innovation opportunities like AI, electrification, and longevity, provide an opportunity to capture returns above and beyond the indices. Tune in at the start of the trading week for this regular market outlook from Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities. Recorded on 10 May 2026.