Together with Andrew Beer and Tom Wrobel, we dive deep into the evolving landscape of managed futures and CTAs, highlighting the critical need for a narrative shift to better communicate their value to investors. Andrew and Tom discuss the challenges faced by allocators in understanding the unique benefits of trend-following strategies, especially amidst a backdrop of changing market dynamics. They explore the implications of BlackRock's recent move to launch an actively managed manager ETF, which could significantly impact how managed futures are perceived and allocated within investment portfolios. The conversation also touches on the potential for new ESG-compliant products that could attract investors reluctant to engage with traditional commodity exposure. With insights into the current market environment and the importance of adaptability, this episode provides valuable perspectives for anyone interested in systematic investing and the future of CTAs.
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Episode TimeStamps:
01:20 - Our expectations going into 2025
07:00 - What to do when bonds are collapsing
10:21 - Industry performance update
11:49 - A deep dive into indices
17:36 - The mechanisms behind creating an index
23:13 - What returns can you expect from a CTA replication index?
27:21 - What are the average fees in today's indices?
30:31 - The benefits of replication
34:04 - The drivers of replication strategies
40:50 - How CTA replicators handle inflection points
43:11 - What happens to an index if its underlying model changes
50:21 - Do trend followers in general make big changes to their models?
52:30 - How the AUM landscape has evolved
57:06 - Can you replicate a pod shop?
01:03:02 - Why many allocators are missing out on trend following
01:11:57 - What is going on with Blackrock?
01:15:29 - Big news from Andrew
01:21:05 - The challenges of complying with ESG metrics
01:23:58 - It's all about the narrative
01:26:48 - What is up for next week?
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