The Milwaukee Company’s Smart-Beta Performance Report is a weekly review of the performance of six indexes that are managed using “smart-beta” asset allocation theories. This Report is for informational purposes only and should not be regarded as a substitute for independent research and personalized investment advice.
Comments on this week’s report:
- Momentum-based investment strategies have been vastly outperforming largely due to their large exposure to the technology sector.
- Conservative investment strategies have been underperforming as rising interest rates have caused their greater exposure to bonds to experience losses.
- Sector Rotation investment strategies have been performing relatively well due to their momentum-like characteristics.
- Value-orientated investment strategies have been struggling so far this year, but have experienced a bit of a rebound over the trailing three months.