Join us for our Quarterly Factor Call, where we explore the market landscape through a factor lens, transcending conventional wisdom. In these uncertain times, factors can help investors remain grounded and rules-based, avoiding the pitfalls of excess optimism and fear—both of which seem to characterise Q3 2024 so far.

Amidst all-time market highs, geopolitical uncertainties, and the looming U.S. Presidential election, the need for a rules-based portfolio strategy becomes ever more critical. We hear the narratives and the pundits' discussions, but what are the factors telling us?

During our call, we will:

• Examine Historical Performance: We'll dive into the historical performance of factors, offering insights into their relevance in today's market environment.
• Identify Current Opportunities: Discover where we believe the most appealing factors are in the current landscape. Curious about where the true "value" is? We will share our opinions.
• Stress the Importance of Rules-Based Portfolios: Learn how a rules-based approach enables decisive action in uncertain or irrationally exuberant times.
• Explore Election-Year Dynamics: See how factors have performed in previous U.S. Presidential election years, providing valuable context for the months ahead.