SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne
Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diverging signals from Central Banks. We debate the possibility of the markets entering a bubble and how the levels of interest rates could cause a refinance crisis. Alan also takes us through the history and outlook as per the newly released UBS 2024 Yearbook, uncovering what has been dominating the economy throughout history, and the reason why many investors might be missing out on potential diversification by under-allocating to trend following. Lastly, we discuss the role of hedge funds in a multi asset portfolio and the importance of constructing a portfolio that best suits the investor’s needs.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:01:21 - What is catching our attention at the moment?05:40 - Is the economy becoming a bubble?14:09 - A refinance crisis inbound?20:41 - Industry performance update24:49 - The economic outlook and history - UBS 2024 Yearbook32:29 - Equities are here for the long term37:57 - All in on equities?44:15 - Investors are getting this wrong46:19 - Can hedge funds play the right role?50:17 - Where do multi-strat funds fit in?53:28 - Choosing the right strategy58:00 - Thanks for listeningResources discussed in this Episode:LINK SI288: Why Not...