Timing Signal Composites with Macro Regime Predictions
From FactSet Insight · 24:02
Show by FactSet
Are "dead" factors just misread? In his latest analysis, Jonas Svallin at FactSet splits value and momentum returns by macroeconomic regime (expansion vs. contraction) rather than treating them as a single blended average. The two factors tell different stories.View the charts and full article: https://insight.factset.com/timing-signal-composites-with-macro-regime-predictionsJonas is Senior Vice President and Senior Director of Buyside Research Strategy at FactSet. His analysis is narrated with an AI voice so you can listen on the go.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.© FactSet Research Systems Inc. All rights reserved.
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