18min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Regime-Based Asset Allocation and Factor Investing

The chapter delves into the team's investment philosophy, focusing on top-down asset allocation within a regime-based framework. It discusses the utilization of factors like size, value, quality, and low volatility in making asset allocation decisions, tailored to economic growth cycles for optimal outcomes. The importance of strategic asset allocation, tactical allocation adjustments based on market conditions, and the significance of models over emotions in decision-making are emphasized.

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