In previous analysis, Rampart's momentum investing specialists showed there was a historically high level of inconsistency among sector leaders and laggards in 2016, an anomaly that drove disappointing performance across a number of momentum trading strategies. In this latest analysis, Rampart examines single stocks instead of sectors and sees signs that the fundamentals driving momentum-based strategies may be turning a corner.
Matthew Benkendorf, Chief Investment Officer, Vontobel Asset Management, discusses Q1 performance of the firm's high quality global equity strategies with Joe Terranova, Virtus' Chief Market Strategist. Matt is joined by Daniel Kranson and Jin Zhang, portfolio managers and senior research analysts with Vontobel.
Hear from the asset managers: Virtus partner, Vontobel Asset Management discusses the firm's high quality growth approach to global equity investing
Monthly market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.
Duff & Phelps
Duff & Phelps has been positioning its international equity strategy in a more cyclical direction, with financials a particular area of focus. The first round of the French election shines a new light on positive fundamentals underpinning the European banking sector, which have rallied strongly in recent days.
Past performance is not a guarantee of future results.
Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.