Factor investing for the market cycle – Bobby Barnes

Today we’re joined by Bobby Barnes, Fidelity’s Head of Quantitative Index Solutions. He’s shares his thoughts on the current market environment, why buying the dip could be a winning move in large caps, and what opportunities to stay in invested in economic downturns. Bobby explains why focusing on permanent layoffs might provide a more accurate recession signal, and cautions against reacting too quickly to rising unemployment rates. Bobby also looks at the importance of long-term thinking in the current socioeconomic climate. With rate cuts taking long to materialize within the economy, to the potential impacts of the U.S. election outcome, Bobby remains focused on long-term trends, despite tactical opportunities that may come with current events.

 

Recorded on September 13th, 2024.

 

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