FidelityConnects

From value to momentum: second-half factors at play – Bobby Barnes


Listen Later

Much of the world economy is undoubtedly in a reopening phase, making it an exciting time to be an investor.  In today's episode, we welcome Fidelity's head of Quantitative Index Solutions and former NASA engineer Bobby Barnes to weigh in on factor investing, value, momentum, and inflation.  Bobby believes that with the Covid shutdown and reopening, there are three pillars driving stock performance: changes in mind share, time share, and wallet share.  He notes that with the reopening, you now have competition for your time, mind share and your wallet.  Bobby discusses how commodities can be used as a tool in an inflationary period.  He says for Canadian investors; it would be better to play it regionally, meaning if you are just overweight in Canada, it can help expose you to commodities.  Furthermore, Bobby weighs in on the "reddit revolution," noting that it has boosted the performance of some of these factors in a reopening environment. He also shares his thoughts on value stocks, stating that many value stocks are older companies in the more traditional parts of the market.

Recorded on June 11, 2021

...more
View all episodesView all episodes
Download on the App Store

FidelityConnectsBy Fidelity Canada

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

8 ratings


More shows like FidelityConnects

View all
Investing Insights by Morningstar

Investing Insights

530 Listeners

Masters in Business by Bloomberg

Masters in Business

2,182 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

941 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

288 Listeners

Market Insights by Fidelity Investments

Market Insights

52 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,135 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

212 Listeners

The Long View by Morningstar

The Long View

920 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

72 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,569 Listeners

Ask The Compound by The Compound

Ask The Compound

337 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

353 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

6 Listeners