The Virtus Terranova U.S. Quality Momentum ETF combines quality and momentum strategies, but its mid-cap bias leads to below-average profitability and higher volatility. JOET's allocation skews ...
Today, advisory firms and advisors alike face an important decision whether to manage client investments in-house or outsource parts of the portfolio management process to a third party. Our ...
Momentum investing remains a cornerstone of systematic equity strategies, and our recent research shows it is one deserving of allocators’ full attention. Momentum’s long-term persistence is perhaps ...
Momentum funds have been a standout in this year’s market—but investors are only now taking notice. One of the classic market factors, momentum seeks relative strength by buying market leaders in ...
Momentum investing is an investment strategy that seeks to capitalize on the continuance of existing market trends by buying securities with strong recent performance and selling those with poor ...
After back-to-back standout years, the S&P 500 is well-poised to gain further in 2025, banking on Donald Trump’s pro-growth initiatives, the Federal Reserve’s moderate interest rate policies and a ...