Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors
SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 1:28:14
- More information
Informações:
Synopsis
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.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-