Andreas Steno Larsen (@andreassteno) 's Twitter Profile
Andreas Steno Larsen

@andreassteno

CIO @ Steno Global Macro Fund + CEO at Steno Research.

Macro, investing and geopolitics. Host @ Real Vision

ID: 851431642950402048

linkhttp://www.stenoglobalmacro.com calendar_today10-04-2017 13:48:17

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The Most Hated Rally Ever? Only ~20% of active equity managers have outperformed their benchmarks this year. That’s… incredibly bad! And honestly, I get it. We’re watching companies in the quantum space trade at $15–20bn valuations — while those same firms openly admit that

The Most Hated Rally Ever?

Only ~20% of active equity managers have outperformed their benchmarks this year. That’s… incredibly bad! And honestly, I get it.

We’re watching companies in the quantum space trade at $15–20bn valuations — while those same firms openly admit that