Insights

How Investors Can Balance Equity Market Upside & Downside Participation

Bruce Apted, Vice President and Head of Active Quantitative Equity (AQE) Portfolio Management in Australia and Adhi Mallik, Vice President and Portfolio Strategist for AQE at State Street Global Advisors, discuss their research on upside and downside capture in equity investing through the lens of what we call an “80/60” strategy, and how these insights are implemented for clients through State Street’s unique approach to defensive equities.