Low vol and value ETFs recorded the biggest outflows following a brief risk-on period
Securities will be selected on three factors; value, low volatility and carry
Safe bets and ESG have been in favour while fixed income ETFs continue to face challenges
Wickham also held senior roles at HSBC GAM and Invesco
Growth lies in the eye of the beholder
The illusion of uncorrelated returns
Better than perhaps expected
Performance chasing with a narrative versus systematic performance chasing
