The independent asset management company sees a "historic dislocation" in the markets due to the rise of passive and algorithmic management. According to Hugues Beuzelin, President and Head of Investments, we need to take advantage of this moment when Europe is "hated by everyone". "Passive management has taken over. It's a disaster in terms of asset allocation...
BDL Capital Management hopes for a turnaround in the momentum factor in 2025

Hugues Beuzelin (BDL Capital Management)