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Mind of the Manager 30 April 2025

Manager quotes for the week.

Published: 23/07/2025

"Mispricing is the perfect environment. It is the key to alpha generation."

Alex Stevens, head of liquid alternatives management at Schroders

“Unnatural demand creates unnatural currency strength.”

Lara Dalmeyer, portfolio manager at Abax

“Markets are wildly trading off of policy. Which is a fancy way of me saying they’re trading off of tweets.”

Marko Papic, chief strategist at BCA Research

“When companies start reporting they won’t have anything they can actually say other than that everything is so uncertain. We’ve gone from the fog of a trade war to the fog of the earnings outlook.”

Joe Gilbert, portfolio manager at Integrity Asset Management
Mind of the Manager 25 April 2025
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