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Tactical Timing of Low Volatility Equity Strategies

QS Investors Research Group

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Many investors we speak to are interested in making a strategic allocation to low volatility equities. However, we often hear two tactical concerns about the timing of an allocation. The first is that relative valuation of low volatility stocks may be expensive compared to the rest of the market. The second is that low volatility stocks, which tend to pay higher dividends, may underperform against the back-drop of potential rate increases.
In this research note we examine the validity of these concerns and also incorporate macro-economic and market considerations by researching which factors have been good drivers and predictors of global low volatility equities’ performance.

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