Two Words Every Investor Needs to Know: Factor Exposure

Steady Wealth Podcast

Apr 22 2024 • 20 mins

"It's just not that easy to make money in the markets; it requires discipline."

These words resonate with self-directed investors who often find themselves underperforming the indices.

The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)

Join Serge Berger in the latest episode of The Steady Wealth Podcast as he uncovers a pivotal yet often overlooked aspect of investing: factor exposure.

In a conversation sparked by institutional insights, Serge delves into the significance of understanding factors beyond sectors and groups, shedding light on how factor exposure can drive uncorrelated returns amidst market volatility.

From exploring common factors like value, growth, and momentum to delving into more nuanced ones such as quality and volatility, Serge navigates the landscape of factor analysis with clarity and depth.

Drawing on real-world examples and chart illustrations, he demonstrates how factor exposure can diversify portfolios and optimize risk-reward dynamics.

Through ETFs and smart beta strategies, Serge highlights how investors can access a myriad of factor exposures, once restricted to complex investment vehicles. With an eye on the future, he previews upcoming episodes featuring insights from ETF and fund managers, offering a roadmap for listeners to enhance their understanding and leverage the power of factor exposure in their investment journey.

Tune in to The Steady Wealth Podcast and embark on a journey toward informed and diversified investing, guided by Serge Berger's expertise and passion for empowering investors with actionable insights.