Is it Too Late for Low Volatility?

As a decade-plus bull market gave way to a sudden reversal in 2022, low volatility equity strategies provided a softer landing for those already invested. However, those who weren’t may wonder if the opportunity has passed. More specifically:

  1. Is the drawdown over?
  2. Do rising rates create a headwind to low volatility equity performance?

We address both concerns, while making the case that low volatility equities make a valuable long-term, strategic addition to investors’ equity portfolios.

Is it Too Late for Low Vol_400px

 

Protect Your Portfolio