Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diverging signals from Central Banks. We debate the possibility of the markets entering a bubble and how the levels of interest rates could cause a refinance crisis. Alan also takes us through the history and outlook as per the newly released UBS 2024 Yearbook, uncovering what has been dominating the economy throughout history, and the reason why many investors might be missing out on potential diversification by under-allocating to trend following. Lastly, we discuss the role of hedge funds in a multi asset portfolio and the importance of constructing a portfolio that best suits the investor’s needs.
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Episode TimeStamps:
01:21 - What is catching our attention at the moment?
05:40 - Is the economy becoming a bubble?
14:09 - A refinance crisis inbound?
20:41 - Industry performance update
24:49 - The economic outlook and history - UBS 2024 Yearbook
32:29 - Equities are here for the long term
37:57 - All in on equities?
44:15 - Investors are getting this wrong
46:19 - Can hedge funds play the right role?
50:17 - Where do multi-strat funds fit in?
53:28 - Choosing the right strategy
58:00 - Thanks for listening
Resources discussed in this Episode:
Copyright © 2023 – CMC AG – All Rights Reserved
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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
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SI284: Choosing Your Trend Following Battles ft. Nick Baltas
OI05: Is Trading Fewer Markets Actually Better? ft. Richard Liddle & Gareth Abbot
SI283: How to Beat the Benchmarks ft. Richard Brennan
GM57: Navigating the Next Decade ft. Kiril Sokoloff
SI282: Rethinking Bonds: the Changing Role of Fixed Income ft. Andrew Beer
GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald
SI281: More Markets = Better Performance? ft. Mark Rzepczynski
IL23: Learning to Fail Well ft. Amy Edmondson
SI280: Equities for the Long Run? ft. Alan Dunne
ALO20: How Will Mega Trends Shape the Economy? ft. Casey Clark
SI279: Prepare for a Bumpy Landing ft. Katy Kaminski
GM55: What Investors Need to Know about 2024 ft. Dave Dredge & Cem Karsan
SI278: Trend Following Risk Premium...is it there & could it go away? ft. Rob Carver
OI04: Do Alternative Markets Trend Better? ft. Scott Kerson
SI277: What Will 2024 Bring? ft. Cem Karsan
ALO19: Managing Wealth for HNW Investors ft. Joe Prendergast
SI276: TTU YEAR-END Special Part 2
GM54: "Weakflation" in 2024 ft. Gregory Peters
SI275: TTU YEAR-END Special Part 1
IL22: The Fund - The Other Side of Dalio & Bridgewater ft. Rob Copeland
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