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Low-Vol Strategies May Underperform When Rates Rise

Interest-rate sensitivity is part of the risk with low-volatility strategies, but attractive risk-adjusted performance over the long term may make them worthwhile for some investors.

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Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Could low-volatility strategies be in for tough sledding? Joining me to discuss that topic is Alex Bryan. He's director of passive strategies research for North America for Morningstar.

Alex, thank you so much for being here.

Alex Bryan has a position in the following securities mentioned above: USMV. Find out about Morningstar’s editorial policies.