IDEAS
Quantitative U.S. Large Cap Core Equity Strategy 2Q 2019 Review & Outlook: Cyclical Nature of Equity Style Performance
Listen to second quarter 2019 commentary from Portfolio Manager Val de Vassal for Glenmede’s Quantitative U.S. Large Cap Core Equity Strategy. De Vassal discusses the cyclical nature of equity style performance and its strong relationship to the yield curve. He reminds investors why they should continue to be concerned about mega caps’ high relative valuations and explains why value stocks appear attractive across a variety of measures.