What Are the Key Takeaways in the Markets?

Mark O'Mara: The majority of our alpha will be delivered in those times when predictors get it so wrong. He says the ability to differentiate across managers, which might take years, has all been compacted in about one week. "If you're a long-term trend follower, some cases have not changed positions," he says. 'I don't think there's anything wrong if you say that there's a high level of uncertainty and I'm going to sort of override some of my models,'O'Mara adds.

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