Thursday 3 September 2026
14.00 PM BST / 15.00 PM CET

Investors face a complex macro environment marked by evolving trade policy, fiscal uncertainty, questions around the direction of interest rates and heightened geopolitical risks. Against this backdrop, many European investors are asking a simple question: what's actually working, and how should portfolios be positioned? We believe factors and rules-based strategies may offer a useful guide.

Join us for our upcoming Quarterly Factor Webinar, where we’ll confront these questions and explore the evolving market landscape through a factor lens.

Together, we’ll evaluate:

• The factors that shone brightest in the first half of 2026, and assess what may have driven their outperformance.
• The recent reversal in momentum/growth stocks after their marked rally in H1, and whether the momentum-driven sell-off may have unearthed new opportunities. Should investors focus on other factors like value?
• Which factors we believe may be well positioned for the remainder of the year, as markets navigate the looming US midterm elections and elevated equity market concentration, with the S&P 500’s largest 10 holdings now accounting for over a third of the index¹.
• How investors can harness the power of rules-based investing to make more disciplined portfolio decisions based on predefined criteria rather than emotion or crystal ball gazing.
• The current landscape for US small and mid-caps.
• Whether the comeback in low volatility stocks is likely to persist, and the often-overlooked potential benefits low volatility could bring portfolios in H2 2026.
• The outlook for Europe. How can investors effectively deploy rules-based strategies across the region?

^{1. Forbes, June 2026}