Wall Street on Edge With Momentum Trade Wrapping Up Historic Quarter

  • PGIM quant warns on inflation threat to the momentum strategy
  • A rotation into riskier laggards like small caps may be nigh
Lock
This article is for subscribers only.

The simplest stock strategy on Wall Street — beloved by the smartest minds in finance and more — just closed out its best quarter in more than two decades.

Now a cohort of investment pros from JPMorgan Chase & Co. to PGIM Quantitative Solutions are ramping up warnings that the trend-chasing trade looks ripe for a crash.