December 15, 2021
Things are not always as they appear. 2020 will be remembered as the year of the COVID-19 crash, yet “Risk-On” strategies greatly outperformed their “Risk-Off” counterparts on the back of unprecedented QE programs. 2021 saw no fewer than 60 historical new highs for the US market, yet “Risk-Off” strategies outperformed “Risk-On” ones as investor sentiment remained highly skeptical all year. Where is sentiment now? What are factor returns telling us about investor’s strategy implementations ahead of 2022? Are there regional differences in how investors are playing the post-pandemic global economic recovery?
Join us for this webinar as we evaluate this past year and extract the most useful insights for investors in 2022.
Managing Director, Applied Research, APAC