According to research by bfinance, the Ukraine-Russia war, COVID-19, inflation, and rate increases in the first half of 2022 have had varying effects on defensive equity strategies.
According to the “Defensive Equities and Market Downturns” research from the investing firm, recent developments stand in contrast to years past, when defensive long-only stock strategies have proven to be effective at safeguarding investor money.
According to the research, in the first half of 2022, the typical global equity income strategy beat the MSCI ACWI by almost 11%, sparing investors from “nearly half of the index’s losses.”
Despite this, quality growth plans have underperformed by more than 8%, and traditional quality strategies have lost more ground than the market.
