SG QIS: alternatives for yield and protection remain in focus

As part of a series of articles covering the most recent activity around quantitative investment strategies (QIS), Andrew Lapthorne, head of quantitative equity research at Société Générale, talks about the comeback of dispersion trades, the market’s concerns around inflation and the increased demand for bond replacement strategies with a defensive tilt. “Dispersion trades are interesting when you have polarised opinions in the market,” says Lapthor