09-12-2021 · Productwebinar

Conservative Equities: Tomorrow’s winner?

Global equity investors have enjoyed annualized double-digit returns for years, helped by a phenomenal tech rally. However, the preference for growth stocks during Covid-19 has led low-volatility strategies to lag the wider market. Now, current demanding market valuations and the lack of attractive alternatives given ultra-low bond yields is making many investors wonder: what’s next?

    Auteurs

  • Pim van Vliet - Head of Conservative Equities and Chief Quant Strategist

    Pim van Vliet

    Head of Conservative Equities and Chief Quant Strategist

  • Jan Sytze Mosselaar - Portfolio Manager

    Jan Sytze Mosselaar

    Portfolio Manager

In this webinar, Portfolio Managers Pim van Vliet and Jan Sytze Mosselaar outline why they are more confident than ever that Conservative Equities will be attractive going forward. Their portfolios are trading at their highest margin of safety since the strategy began in 2006. Moreover, elevated market valuations usually mean higher downside risks in which low-risk stocks win through.

Watch replay