Upcoming Article

In our pilot article in April, we will cover the following topics:

• How did factors perform in this rising interest rate (inflation) environment? Why did they perform this differently one from the other?
• A breakdown (from a performance perspective) of the main factor investing strategies using ETFs from different providers. We will clarify what they are, how they are expected to behave in different market regimes, and why they performed as they did in 2022.
• Why is factor investing the most widespread quant style and why does this strategy matter?
• We saw a rebound of the value factor, who has been believed to be dead for a long time (e.g. Don’t miss the rise of the value phoenix | BlackRock). What could go wrong? What is the best factor for the upcoming turmoil in inflation and interest rates, after Powell's statement at the Congress last week? How can you invest in equities while fixed income shows these outstanding yields?

Stay tuned!