Active Quantitative Equity Quarterly
Podcast: Busting Myths and Understanding the Potential of Defensive Equities Across Market Cycles
Chee Ooi, Senior Portfolio Manager with the Active Quantitative Equity team at State Street Global Advisors, discusses the team’s unique approach to constructing defensive equity portfolios and corrects common misperceptions about what a well-formulated defensive equity strategy can accomplish – not just in periods of market volatility, but also in periods of relative calm.
Adding Alpha to Minimum-Volatility Equity Strategies
Recent research exploring the boundaries of performance improvement for minimum-volatility strategies suggests that, for investors primarily focused on risk-adjusted returns, defensive strategies with a dual risk and return mandate may be the better choice.
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Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.
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