Episodes
Saturday Nov 26, 2022
Factors to consider in 2023 – Bobby Barnes
Saturday Nov 26, 2022
Saturday Nov 26, 2022
Bobby Barnes, Head of Quantitative Index Solutions, is with us today to discuss the current economic environment and what factors to consider heading into 2023. Specifically, what are some factors that could weather the current economic ups and downs and what short-term and long-term scenarios could well play out into 2023. He says value has done well this year and momentum has rebalanced throughout the rest of the year. He suggests taking a more defensive stance and holding out on the factors of low vol, quality and momentum going into 2023.
Recorded on November 17, 2023.
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