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Jan 08 2026
The Leuthold Refresh

Factor Tilt Update

  • Jan 8, 2026

The humdrum fourth quarter was not enough to derail the full year’s storyline, which goes into the books as a clean sweep for aggressive, bullish investment factors.

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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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