19 September 2024
In this article for Institutional Investor we discuss whether it is prime time for trend following with the return to normality and resulting dispersion and divergence, the concept of ‘unpredictability alpha’, the importance of exposure to commodities and financials and how trend following can be deployed as part of growth and defensive portfolios.
Note: Any opinions expressed are subject to change and should not be interpreted as investment advice or a recommendation.
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