There have been periods of relative weakness for value stocks over the past 18 months as volatility continued to persist.  This quarter, we talked to Teresa Lee about the emerging opportunities in the value space and how Sionna is taking advantage of them.  Teresa also shares her thoughts on the potential impact of the upcoming U.S. election. 

Sionna is responsible for managing the Canadian and North American Value equities mandate. 

In this quarter’s audiocast, Tim Rudderow discusses some of the potential impacts of the U.S. election for the markets and the U.S. economy regardless of who wins.  He also discusses the positioning strategy for the Global Trend mandate over the past quarter and explains why they have reduced their allocation to cash.  In addition, Tim also touches on the outlook for the oil and explains why there is a “battle for equilibrium” in the sector. 

Mount Lucas Management is responsible for managing the North American Sector Rotation and Global Trend Strategy mandates.  As Mount Lucas is a quantitative manager, geopolitical events will not have a direct effect on how they manage their mandates.  However, if market reactions become market trends, Mount Lucas’ quantitative models will react accordingly. 

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