Last weekend, I came across two pieces of research that talk about style factors in relation to recession and bear markets, which sounds interesting to me. The first report from First Eagle reflects upon their investment management in 2023 and covers economics, market valuation, small cap, private debt, housing. The second report is written by […]

source: https://thefinance.sg/2024/03/27/when-does-high-quality-and-low-quality-companies-perform-well/