So, Factor Investors, Why So Defensive? Part 1

Podcast
26 min listen
Hitendra D Varsani, Shuo Xu
September 30, 2021
In this episode

Concerns over corporate leverage in China, and nervousness about inflation and the direction of interest rates were just a few of the reasons behind the shift toward defensive factors in the third quarter. We analyze the third quarter from three continents, with MSCI’s Hitendra Varsani, Mark Carver and Shuo Xu.
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Featuring
Hitendra D Varsani
Hitendra D Varsani
Managing Director, MSCI Research
Shuo Xu
Shuo Xu
Executive Director, MSCI Research
Mark Carver, Managing Director & Global Head Of Equity Factor Products And Equity Portfolio Management, MSCI

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So, Factor Investors, Why So Defensive? Part 2: Oh, That’s Why.

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