Section
Trend Following
34 posts
A Tale of Two CTAs
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Depending on the lookback period, it…
"Hold the Dip": AQR Makes the Case Against the Market's Most Popular Mantra
Few investment instincts have captured the retail imagination as completely as "Buy the Dip." The idea is elegant…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Race to Zero Is Losing Ground
What the ETF industry's structural shift means for advisors and investors
The Expanding Universe: Graham Capital Revisits the Case for Market Diversification in Trend Following Strategies
by AdvisorAnalyst.com Editorial Team Graham Capital Management's May 2026 research note, "An Expanding Market Universe,"1 returns to a…
The Map Is Not the Trend: Why Chasing CTA Winners Across Asset Classes Fails
Here is a question that sounds reasonable on the surface. If commodities have been driving CTA performance since…
A Super El Niño Threatens Rolling Waves of Commodity-Driven Inflation
by Editorial Team, AdvisorAnalyst.com Schroders' David Rees and Sandeep Jaggi open with a framing distinct from a standard…
When Markets Break, Trend Followers Get to Work
A whitepaper from Meketa Investment Group lays out the mechanics, history, and portfolio logic of trend following — and why advisors should take a second look.
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
Markets Don't Wait: Larry Swedroe on Efficiency, Alternatives, and the Only Portfolio That Matters
by Editorial Team, AdvisorAnalyst The question Pierre Daillie puts to Larry Swedroe near the top of the conversation1…
The Diversifier That Outperformed Bonds Every Time
The 60/40 portfolio had one job. Stocks for growth. Bonds for ballast. For the better part of four…
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
When Cannons Fire, What Does Your Portfolio Do?
Man Group's Henry Neville Builds the Case for a Permanent War Hedge — and Finds Some Uncomfortable Anomalies Along the Way
Which Defensive Investment Strategies Actually Work?
The evidence on which portfolio protection strategies actually hold up — and which are myths dressed in modern market experience
Managed Futures: Current Positioning and Geopolitical Risks
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Managed futures strategies, also known as…