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Insights

Rising Tides: Utilities – From Bond Proxies to Builders

Observations from the IMC Research Process - Utility companies are on pace to see one of the sharpest capital inflections in decades as they shift from steady maintenance spend to an expansion cycle.

The Tide Keeps Rising for European Banks

Observations from the IMC Research Process - Years of balance sheet repair, digital investment, and capital discipline are paying off for European banks.

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.

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.

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