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Inside Informed Momentum: Volatility, current market trends, and what lies ahead

Tune in for a Q&A session with IMC’s Head of Distribution Mark Osterkamp and CIO Travis Prentice as they discuss some of the most common questions we’re getting from clients.

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Factor Research

Smooth Sailing

Could the manner in which momentum manifests – through smooth vs. discrete price movements, or varying levels of volatility – impact its effectiveness? This paper examines how the nature of momentum’s path influences its payoff by drawing on academic literature, assessing empirical evidence on how return patterns influence performance, and outlining the potential implications for portfolio construction.

Momentum and Tax Efficiency

Momentum investing naturally results in higher portfolio turnover than traditional buy-and-hold strategies, which often invites concerns about the impact of trading costs and taxes on overall returns. This research summary, along with our recent paper, Momentum and Trading Costs, provides compelling evidence that these costs need not erode the momentum premium.

Momentum and Trading Costs

Momentum strategies inherently involve frequent trading, raising questions about the potential erosion of alpha due to implementation costs. This paper explores the relationship between momentum investing and trading costs by examining the sources and measurement of these costs, reviewing pertinent academic literature, discussing practical implementation solutions, and providing our own evidence supporting the survival of the momentum premium despite trading costs.

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Insights

Inside Informed Momentum: Volatility, current market trends, and what lies ahead

Tune in for a Q&A session with IMC’s Head of Distribution Mark Osterkamp and CIO Travis Prentice as they discuss some of the most common questions we’re getting from clients.

Rising Tides: AI’s Cooling Crisis

Observations from the IMC Research Process - Global cooling specialists are stepping up to keep the AI boom from overheating - literally. The next generation of winners may not be chipmakers, but the companies keeping them from melting down.

Rising Tides: Stablecoins Are Eating Finance

Observations from the IMC Research Process - Stablecoins have gone from a niche crypto tool to a $250B market, threatening a revolution in payments and traditional finance infrastructure.

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Market Analysis

China outperformed in July, while Brazil and India sold off

Beta and volatility continued to propel gains in June, particularly in the US

Global equities broadly rallied in May, fueled by beta and volatility

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Commentary

IMC US Small Cap

IMC US Micro Cap

IMC US Ultra Micro Cap

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