Section
Trend Following
23 posts
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…
Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022
by Jim Masturzo, Colin Suvak, Research Affiliates Key Points Carry is an important return driver for multi-asset futures…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Trend Following vs. “Buy the Dip” — A Real-World Examination of Two Tactical Approaches
“Buy the dip” has become one of investing’s most comforting mantras—especially after the whiplash recovery that followed the…
Re-engineering Resilience: How Return Stacking and Portable Alpha Are Redrawing the Map of Portfolio Design
The past few years have dismantled the easy faith investors once had in the 60/40 portfolio. Bonds no…
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfolios—quietly delivering uncorrelated returns and cushioning market shocks.…
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket ride—powered mostly by a handful of mega-cap tech…
Relative-Value Macro: Finding Friends Outside the Trend
by Vikas Kapoor, Head—AB Hedge Fund Solutions, Sharat Kotikalpudi, Director of Quantitative Research—Multi-Asset Solutions, AllianceBernstein Trend-following may struggle…
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
Listen on The Move 🎯 What if you could protect your portfolio during market crashes, boost returns,…
Riding Out the Storm: Why Trend Following Still Deserves Your Patience
2025 hasn’t been kind to trend followers. Returns are sagging, drawdowns are biting, and the question on everyone’s…
Outsmart the 60/40 Trap: How Return Stacking Changes the Game
This strategy adds alpha, cuts risk, and doesn’t touch your core portfolio.
Expand Your Mind and Your Commodity Universe
by Ben Chen, Jim Masturzo, Research Affiliates Key Points Expanding the commodity universe beyond the traditional index constituents…
When Managed Futures Stumble, History Says: Stick Around
2025 hasn’t been an easy year for trend followers. In fact, it’s been downright brutal. According to Virtus…