Defensive Equities:
Tactical or Strategic?

People can have surprisingly short memories. Defensive equities have lagged the market recently and even in some short-term corrections in particular, leading some investors to question their place in an equity allocation. It may be tempting to view it as a cyclical asset class meant for timing bear markets.

But a broader perspective reveals that it shows surprisingly good long-term results across most markets in addition to delivering during the most severe drawdowns, when it’s needed most – making it a valuable diversifier over a full market cycle.

Our latest paper explains:

  1. The periods in which defensive equity struggled – and what came next
  2. How defensive equity performs across a variety of market environments
  3. Why defensive equity merits a strategic inclusion in any equity allocation

Defensive Equities - Tactical or Strategic_web small


Diversify with Defense