Tag Archives: defense beyond bonds
Exploring the Defensive Advantage
Take a closer look at the participation and protection characteristics of sector and defensive factor indices with S&P DJI’s Craig Lazzara and Anu Ganti.
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Anu Ganti, Craig Lazzara, defensive factor indices, Defensive indices, efficient frontiers, ETFs, factor indices, growth factor, low volatility high dividends, minimum volatility, participation and protection, quality factor, rising rates, S&P Dividend Aristocrats, Sector indices, US FA, volatile markets
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- Anu Ganti, Craig Lazzara, defensive factor indices, Defensive indices, efficient frontiers, ETFs, factor indices, growth factor, low volatility high dividends, minimum volatility, participation and protection, quality factor, rising rates, S&P Dividend Aristocrats, Sector indices, US FA, volatile markets
Defense and Volatility
As the equity market has waned and waxed in 2022, investor interest has naturally turned toward ways of mitigating portfolio losses. Some factor indices can serve this goal, but investors searching for a defensive strategy need to define their search carefully. It’s natural to think that defensive strategies will be less volatile than the market…
Defense in the Balance
Balanced portfolios traditionally (and definitionally) hold a mix of stocks and bonds. Stocks have been the better-performing asset over time, but with a level of volatility that many investors find unacceptably high. Although bonds are usually included in a balanced portfolio more as a volatility dampener than a return enhancer, during the bull market in…