AIVL - Overlook Style Regimes At Your Peril

2024-04-22 13:45:00 ET

Summary

• Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure.
• After 15 years of dominance of the growth style, the return of intra-market volatility has prompted renewed interest in cyclical rotations between styles.
• By reacquainting ourselves with the dynamics of style cycles, we can better understand how these portfolio building blocks shape our financial futures.

By Ryan Giannotto, CFA

Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure. After 15 years of dominance of the growth style, the return of intra-market volatility has prompted renewed interest in cyclical rotations between styles. By reacquainting ourselves with the dynamics of style cycles, we can better understand how these portfolio building blocks shape our financial futures....

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