Informed momentum: Winners, Losers, and Emerging Trends in Global Smalls

Описание: Join Travis Prentice, portfolio manager for EAM Global Small Companies Fund as he dives into the key drivers of global equity markets in 2024, the standout performances in the December quarter, and how informed momentum and strategic stock selection fueled the EAM Global Small Companies Fund’s success.

📊 Key Highlights:

Major Developments in Q4 2024: The US election, Fed rate decisions, and Europe’s struggles with political instability.

Winners and Losers by Country & Sector: Why India, the US, and Canada outperformed, and how financials and tech led sector gains.

Fund Performance: A stellar December quarter (+11%) and a strong calendar year (+29.69%), beating benchmarks by wide margins.

Drivers of Outperformance: Overweights in technology, US dollar exposure, and a disciplined focus on momentum-driven opportunities.

Current Trends for 2025: Momentum shifts in the US, industrials, technology, and energy sectors with strong themes in AI, space exploration, and natural gas.

🛠 Sector-Specific Insights:
Industrials: Aerospace, defence, and AI infrastructure like Rocket Labs and Sterling Construction.
Technology: Broader AI trends, including networking and software-driven harnessers like Pegasystems.
Energy: The rise of natural gas for AI workloads, with opportunities in companies like DT Midstream and Archrock.

🌎 Looking Ahead: As we enter 2025, the portfolio shifts toward areas of strength while navigating evolving global trends. Learn how we identify high-conviction investments to stay ahead in dynamic markets.

Timeline
00:00 Introduction and Key Developments in Global Equity Markets
00:21 Impact of the US Election on Markets
00:42 US Federal Reserve's Influence in December
01:06 Political Instability and Recession Fears in Europe
01:20 Performance Highlights of 2024
01:34 Sector Performance Analysis
01:50 Fund Performance in December Quarter
02:29 Drivers of Outperformance in 2024
03:33 Emerging Trends in 2025
04:00 Sector-Specific Trends for 2025 - Aerospace, AI, Energy
06:15 Disclaimer


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