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Apr 04 2024
The Leuthold Refresh

Factor Tilt Update

  • Apr 4, 2024

This month’s Leuthold Refresh is a quarterly update on our factor regime analysis. Factors, or investment styles, have historically performed quite differently under various economic and market conditions, and we’ve mapped these relationships to identify the factors best positioned for the environment at this time.

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About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)