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Focusing Factors on Inflation

Author
MSCI Inc
Published
Thu 08 Oct 2020
Episode Link
https://marketsense-podcast.msci.com/Perspectives/2020_1008_Perspectives_e30_hitendra.mp3

Hitendra Varsani returns with his quarterly analysis of factor performance, including the question of the sustainability of the rally in momentum stocks, the potential opportunity in small caps and new research into the historical impact inflation has had on factors.

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