Section
Trend Following
28 posts
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 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
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…
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…