Bobby Barnes, Head of Quant Index Solutions, looks at which factors are in focus as we enter the fourth quarter of 2021, also with an eye on next year. Bobby shares that over the next few months he sees opportunities for early cycle dynamics - pro-cyclical industries and factors that do well when the economy is reaccelerating. For next year, at this point Bobby sees policy easing, noting as the business cycle moves into mid-cycle, the Fed doesn’t need to provide the same amount of stimulus. Bobby also looks at the trajectory for growth stocks, interest rates, and speaks about how this is a unique environment to invest in dividends.

Recorded on September 10, 2021.