REPORT

 

April 2023 Factor Performance Analysis

 

 

Quality, Yield and Dividend Growth stocks outperform

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The April factor performance data is in and Quality, Yield and Dividend Growth stocks outperformed.

Equity markets were relatively neutral following a strong first quarter. However, in developed markets inflation remains an issue due to rate increases, causing turmoil in the banking sector. The 2nd, 3rd and 4th largest bank failures in US history occurred within 6 weeks raising concerns about potential future hikes to the federal funds rate, which stands at 5-5.25%.

Find out what this trend means and which sub-factors to keep an eye on, all in our latest global report.

 

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About the Author

 

Alex Lustig
Senior Consultant
Investment Metrics, a Confluence company

Alex Lustig is a Senior Consultant at Investment Metrics working on the research team. He joined when Investment Metrics acquired Style Analytics in 2021, where he focused on client relationships and style factor research. Alex holds an undergraduate degree in Economics from Boston University.