Webinar: The Case for an 80/60 Strategy as Recession Risks Rise
Global economic activity is trending down, trade wars are escalating and there is also greater potential for central banks to make policy errors. In this webinar, we’ll examine these macro risks further and discuss the power of cushioning equity risk and managing drawdowns for long term wealth accumulation. We’ll provide:
A case study on how a strategy that participates in 80% of an up month’s return but only 60% of a down month’s return is more likely aligned to investor objectives
How risk aware investing can offer income and returns with reduced volatility; and finally
We’ll share our views on the opportunities we see in Australian and Global equities today
Please join Bruce Apted of the Active Quantitative Equity team, who will present the case for an 80:60 strategy in the forward looking environment.
This presentation is suitable for investment professionals only.
This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.
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.
Images of NYSE Group, Inc. are used with permission of NYSE Group, Inc. Neither NYSE Group, Inc. nor its affiliated companies sponsor, approve of or endorse the contents of this program. Neither NYSE Group, Inc. nor its affiliated companies recommend or make any representation as to possible benefits from any securities or investments.