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Episodes
Friday Sep 16, 2022
Friday Sep 16, 2022
Bobby Barnes, Head of Quantitative Index Solutions, is here with us today to discuss how factor investing can help investors find calm in the chaos, and which factors fit best in today’s market cycle. As U.S. equity markets are anticipating a 75-basis point rate hike by the Federal Reserve, Bobby notes that allocations to momentum and quality factors should give you participation if the market is rising, but at the same time can offer good downside protection. Bobby also shares how his work has found that the low vol factor historically performs well in both late cycle and in recessionary environments. Also today, with host Pamela Ritchie, Bobby reflects on housing affordability, where we are in the market cycle, and touts the benefits of knowing ones investment strategy and risk tolerance to not get caught up reacting to short-term market movements.
Recorded on September 9, 2022.
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Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-barnes-sept9.pdf