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The Role of the Active Manager in a...

The Role of the Active Manager in a Dislocated Market

Nasdaq TradeTalks

July 8, 2025

Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, recently joined Nasdaq’s TradeTalks panel to discuss the evolving role of active management amid ongoing market dislocation. In a wide-ranging conversation, Julie emphasized the importance of staying grounded in fundamentals, maintaining diversification, and resisting the urge to time the market—especially in today’s unpredictable environment.

Drawing on historical context and current macroeconomic challenges, Julie offered a thoughtful perspective on why quality and conviction matter more than ever. She also addressed the long-term implications of global trade uncertainty and the need for investors to adapt to a higher-rate, less predictable economic landscape.

 

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.

 

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