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Mind of the Manager 14 March 2025

Manager's quotes for the week.

Published: 23/07/2025

"The market’s post-election sugar high has turned into a bit of a nasty hangover as the policy realities of Trump 2.0 begin to become clear."

Benny Adler, Head of equity capital markets trading at Goldman Sachs.

"Markets right now are like Olympic-level tennis except we, the traders, are the ball."

Calvin Yeoh, Portfolio manager at Blue Edge Advisors

"Nvidia and a handful of tech titans dominated headlines and benchmarks. On the other hand, a vast “Missed Middle” of overlooked, undervalued companies played in the shadows. The spotlight on the tech stars has been so blinding, it is easy to miss the orchestra in the background."

Adam Karr, President at Orbis

"Inflation is not a natural friend of the bond market."

Nick Hayes, Fixed income portfolio manager at AXA Investment Management.
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