In today’s briefing:
- US Factor Strategies: Value and Dividend Yield Outperform in September, Higher for Longer Narrative
US Factor Strategies: Value and Dividend Yield Outperform in September, Higher for Longer Narrative
- Short duration US factor strategies outperformed in September as markets came under pressure (value and dividend yield).
- Despite keeping rates unchanged on the 20th of September at 5.5% (upper bound), Fed Chair Powell indicated that rates would be kept higher for longer than initially anticipated.
- In this note we explore the relative performance of US factor strategies through different interest rate cycles, to inform timing around factor/style rotation.
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