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Liz Ann Sonders (Schwab Macro)· LizAnnSonders·· 2 天前AI 评分30

SPDJ因子指数本月呈现防御性轮动

Clear @SPDJIndices factor rotation this month, with Dividend Aristocrats and Low Volatility leading, while Pure Growth and Momentum strug...

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本月@SPDJIndices因子指数明显轮动 股息贵族和低波动率领先 纯增长和动量因子表现疲弱 非仅美国现象:防御策略在欧洲亚洲均跑赢 动量因子在日本澳大利亚落后

来源:Liz Ann Sonders (Schwab Macro) · x.com