Reported 3 days ago
As markets reach all-time highs, fund managers face the dilemma of either remaining fully invested, risking significant drawdowns, or holding back and potentially underperforming. Instead of relying on unpredictable macroeconomic forecasts, the article emphasizes the importance of catalysts—tangible corporate actions such as spin-offs and restructurings—that can create their own return paths. These catalysts not only provide protection during market fluctuations but also unlock value independently of broader market movements, making them the key factor for success in high market conditions.
Source: YAHOO