Bonds

With bonds, you could say the condition is pretty simple. It's probably focused around inflation heading. But with trend following because we do have exposure to many of these other wonderful types of assets and markets. They have more, they just have more strings to play on in delivering both the cushion and the lift. The funny part is that often, actually, there have been talk about and some managers have done this in their programs where they say, well, I'm not going to go long equities because my investors already have that long exposure. And of course, I don't agree with that, right? We should design the best product we can design.

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