Factor Spotlight

Amid a mixed performance of US indices and the Fed's rate hike, investors notably shifted towards value-behaving names and showed a strong preference for Emerging Markets, particularly China. The Energy and Financial sectors shone in the US, whereas the IT sector faced challenges both domestically and internationally.

This week, we take a look at a quieting of factor influence across markets as investors seek alpha opportunities through earnings.

The market experienced a strong rally this week, while the CPI saw its lowest year-over-year number since March of 2021. The increased factor influence as Q2 earnings season kicks off could potentially impact price movements around earnings releases.

This week, markets ended nearly flat due to hawkish Fed minutes and sluggish job growth, but with wage gains and falling unemployment, analysts are expecting a possible Fed rate hike. In light of these market movements, it’s a smart move to be strategic about stock selections.

Impact investing, a strategy that marries financial returns with positive societal and environmental impacts, has been facing headwinds in the public markets over the past 12-24 months. Yet, several areas of impact investing have continued to demonstrate strong alpha.

This week we explore the market’s rebound following favorable economic and financial news.

Join us this week as we dig into the recent market downturn and investors’ deeper reactions to economic forecasting.

Join us this week as we delve into the thriving bull market and the current uncertainty surrounding the Fed's upcoming rate hike decisions.

This week's Factor Spotlight navigates the seemingly paradoxical landscape of 'risk-on' markets amidst economic ambiguity. Despite the surge in US jobless claims prompting a potential skip in the Fed's rate hike, markets have witnessed a surprising shift from growth to value. As volatility and factor risks dominate the investment landscape, we dissect the performance of the 'Extreme Movers' portfolios and the shifting sector exposures both in the US and international contexts.

This week we explore the market’s reaction to a Debt Ceiling resolution and an optimistic economic outlook. A robust performance from large-cap tech in the US, leading to a 'Very Volatile' week as per our 'Extreme Movers' portfolio. International markets exhibited a calmer yet 'Volatile' response, marking the second 'Factor-Driven' week.