Global stock markets have experienced significant volatility in 2025. April’s downturns triggered by U.S. tariffs have since rebounded, with emerging markets, European equities, and U.S. tech giants leading the global recovery story. Factor investing can help strengthen a portfolio during various stages of the cyclical market cycle. Looking ahead, investors are curious: What is the current market landscape as we wrap up Q2, and which factors are poised to benefit from the current environment? Is it time to be defensive, or is there more room to grow? We last spoke to today’s guest right before the tariff whirlwind. Is there more to the tariff story? Here to answer these questions and more is Bobby Barnes, Fidelity Head of Quantitative Index Solutions

Recorded on June 6, 2025.

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