Observations from the IMC Research Process - A turnaround for Greek banks
Insights
All about beta in the tariff tantrum and subsequent rebound
Other styles and factors, including momentum, have been less important in the vacillation between risk off/risk on in US equity markets.
Rising Tides: Global Pharma Knocking on China’s Door
Observations from the IMC Research Process - The rise of Chinese pharmaceuticals
Rising Tides: Infrastructure, eh? Canada’s quietly building everything.
Observations from the IMC Research Process - Canada's infrastructure pipeline is moving stocks
Rising Tides: America’s Atomic Moment
Observations from the IMC Research Process - Nuclear stocks heating up
Short-Term Volatility, Long-Term Momentum
Tune in for timely insights and a forward-looking perspective.
Hear from CIO Travis Prentice how we’re navigating current market volatility – and where we’re finding momentum opportunities so far in 2025.
Rising Tides: K-Beauty is Back – and it’s Outselling France
Observations from the IMC Research Process - Korean skincare trends hitting the US
Rising Tides: Gen Z is Building Skills to Pay the Bills
Observations from the IMC Research Process - Momentum in 'skilled-collar' career schools
The Market’s Best-Kept Secret
CIO Travis Prentice is featured on the Excess Returns podcast to discuss all things momentum investing.
- Building real-world momentum portfolios
- Concentration and managing risk
- Rebalancing strategies
- Momentum and other factors
Momentum has let off some steam this quarter
Relative to history, the scale of the pullback looks typical, yet happened at a quicker pace than most. However, coming out of these corrections, momentum typically performs well.
Rethinking Emerging Markets
Emerging markets have significantly lagged among global equities in the last several years. However, viewing the asset class through a wider lens, we see a very different picture. In this paper, we shine light on three key reasons to consider an allocation to emerging markets small cap to offset unintended risks and improve outcomes in a global portfolio.
Where do we go from here?
According to Axioma, the momentum factor just posted one of its best quarters on record in Q1 2024 in global equity markets.
The Case for Global Small Cap Equities
In this analysis, we explore the benefits of a dedicated allocation to global small cap equities. We discuss what factors have contributed to active managers’ consistent success over time and conclude with what style exposures have historically worked best in the global small cap universe.