The market shift of the first half of 2017.
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Global equity markets went into a protective crouch last quarter, and factor performance followed suit. Yield, Low Volatility and Value factors held their lead over Quality in most developed markets as investors rushed into steadier, less cyclically sensitive stocks and fled pricier growth stocks.
Charles VanVleetis no stranger to difficult markets,having spent his entire career in the banking and asset management world. Now, as CIO of Textron, he imparts decades of wisdom on how to navigate the choppy waters we find ourselves in today.
The U.S. MBS agency market had another bounce back outing in July, alternating good and bad months since the start of 2022. This time however, the sector employed a slightly different formula owing to the preponderance of lower and discounted coupons that still dominate MBS market share.
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