Interest in factor-based investing has increased significantly in recent years, as market participants seek precise and systematic solutions to achieve their investment objectives.
Risk & Reward – 1st issue 2020
We offer a new perspective on risk, discuss adding equity upside potential to fixed income portfolios, comment on the China Position Study and provide four studies in factor investing.
Is value back in favour?
The start of September saw a rapid rotation in equity markets out of momentum stocks into previously shunned value names. Does this recent rally represent the long awaited persistent shift in favour of value?
Factor investing – 2020 outlook
Invesco study shows factor investing adoption continues to increase globally
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.