Monthly Highlight: U.S. Large Cap Equity

Investors Brought out the Defensive Playbook

  • Growing Recession risks brought out the defensive factor playbook. Big spread between low and high Beta.
  • Growth and Low Valuation factors were not important
  • Yield, Quality and Size are traditional defensive styles
  • High Valuation currently has less cyclical exposure and is overweight defensive sectors, Staples and Health Care.

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