benchmark based investing

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 22, 2026 by Nick Rohatyn · across every show →

Everything said about benchmark based investing, oldest first

Jan 22, 2026 negative
Insight
Monoline and benchmark-based investing fail to consistently profit in emerging markets
“It will be those investors who are smart enough and flexible enough to see that the combination of number of countries, number of underlying markets, number of cycles does not match up well with certainly monoline investing. And that that also does not match u…”
Nick Rohatyn Jan 22, 2026 ▶ 28:09 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
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