Smart Beta Compass: Seeking Safety in the Soft Landing
In the first quarter of 2024, we caution investors to consider if the market has gotten ahead of itself with respect to pricing in the soft landing. We encourage investors to seek out relatively safe opportunities to stay long equities in the event we experience a short-term spike in volatility. We believe value stocks may be better priced to reflect a measured risk-on approach.
Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.
A subscription is free for professionals working at banks and independent asset managers.