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The road to recovery (revisited)

  •   VanEck
  •   8 June 2023
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It has been mathematically proven why equal weight outperforms. Given current market volatility, only three years after the market experienced sharp falls as a result of COVID lockdowns, we think it is worth revisiting our 2020 paper, The Road to Recovery which posited, “Should the recovery, from the market falls in early 2020, be similar to the recoveries the Australian equity market has experienced in the past, mathematics tells us a fund tracking an equal weight index is well positioned to outperform the S&P/ASX 200.” Mathematics again, proves why this was the case, and why it could be the case in subsequent recoveries.

Download the full paper

 

  •   8 June 2023
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