Factors are in focus on today’s podcast, with our guest Bobby Barnes, Head of Quantitative Index Solutions at Fidelity. Bobby shares that with a potential economic slowdown in 2022, value does not have the same tailwind it traditionally would have in a rising rate environment. When it comes to growth, Bobby believes it’s very important in 2022 to bifurcate growth and look at quality growth and speculative growth separately. Bobby and host Pamela Ritchie also discuss the rebalance of momentum towards higher quality names, inflation, financials, and themes tied to energy including clean energy and government support.

Recorded on January 28, 2022.

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