WSJ: “A Sign ‘Quality’ Investing Is Due for a Comeback”
By datatrekresearch in IN THE NEWS
Excerpt from The Wall Street Journal quoting DataTrek co-founder Nick Colas:
...."It certainly did in the short term. The two styles’ performance reversed immediately. A popular quality ETF is beating the S&P 500 Momentum Index by 6 percentage points this month.
Wall Street veteran Nicholas Colas, co-founder of DataTrek Research, wrote this week that momentum stocks had done so unusually well through June that it could safely be called a “mini-bubble.” Smith merely tilted in their direction, but his competitors were all-in.
“The fact that it peaked exactly on the last day of Q2 2026 tells us that many institutional investors likely chased price performance (aka momentum) as the quarter ended,” wrote Colas. “The pressure to show the ‘right’ positions in a midyear report to clients is very strong"....
Full article here on the WSJ.
