09-12-2021 · Productwebinar
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
Jan Sytze Mosselaar
Portfolio Manager
Topzoekwoorden
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.
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