Asset Management - When Does Trend Following Work Better?

The problem with calling something trend following is that we've not established that as something that people want and why. For them, a courageous move is going from 5% to 6% in emerging markets after having thought, talked about it for a year. And Managed Futures guys, again, don't care that they were saved by being long bonds in March of 2020. They see those breadcrumbs and they just flip. Do it fast,. So they can move in a matter of weeks or a couple of months, not over 18 months or two years. The whole ethos of asset management ... the smart guys are patient. They're steady hands at the wheel. If you flip fast and

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