We’re excited to announce that we’ve teamed up with Kyla Scanlon to bring you video content in addition to our research notes! Every weekend, we send out a Week Ahead note containing insights from our rules-based, quantitative approach to investing. We analyze economic data, offer insights on catalysts to come, and offer our resulting systematic portfolio strategies. In this short video, Kyla goes through our most recent research. She highlights how we’re thinking about the economy, financial markets, and how to best position to manage stagflation & tightening liquidity. Enjoy!
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PLEASE NOTE: There is an error in portfolio sizing and allocation slides in the video, please refer to our Week Ahead note for correct details.