

Morgan Stanley’s Slimmon on Factor Exposures
Jan 7, 2025
Andrew Slimmon, Managing Director at Morgan Stanley Investment Management and lead portfolio manager for long equity strategies, shares his insights on equity factors. He discusses the outstanding performance of low volatility, momentum, and quality factors this year. Slimmon emphasizes the importance of a quantitative approach to stock exposure and the necessity of balancing client expectations with investment strategies. He delves into the implications of regional allocation and advocates for a systematic, 'quantamental' strategy to navigate the evolving market landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Analyzing Current Performance of Equity Factors
02:07 • 2min
Navigating the Investment Landscape
04:24 • 14min
Exploring Investment Strategies: Value Factors and Client Expectations
18:20 • 4min
Convenience in Mental Health and Financial Security
22:23 • 2min
Navigating Complex Investment Strategies
24:21 • 26min