Analogies and Strategy Roles in Investing

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:

• LINK SI288: Why Not 100% Equities
• LINK SI288: Can hedge funds play the role?
• LINK SI286: The Road Ahead: Regime-Based Investing
• LINK SI281: History Shows What to Expect from Trend-Following When Rates Are Being Cut
• LINK SI280: Driving with the Rear-View Mirror
• LINK SI280: Stocks for the Long Run?
• LINK SI280: Dial Up Return, Not Risk: The Z-Shift Framework
• LINK SI280: Stocks for the Long Run? Sometimes Yes, Sometimes No
• LINK: Insights from AlphaSimplex

Copyright © 2024 – 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:

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2. Daily Trend Barometer and Market Score

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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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