Andrew Beer joins us to discuss a recent research report from Morningstar (called Market Wizards Wave Their Wands but Investors Miss the Magic) which highlights the challenges investors have in timing managed futures allocations. We get Andrew’s perspective on the evolution of the managed futures industry, particularly the evolving ETF and UCITS markets and discuss whether the CTA industry is on the road to commoditisation. We wrap up discussing a recent FT article which suggests more attractive hedge fund manager may underperform…but may be more successful in raising assets.

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Episode TimeStamps:

01:04 - What's been on our radar recently?

06:02 - A growing appetite for trend following?

10:45 - Who is to blame?

15:03 - Commoditization in managed futures

20:16 - Is commoditization the "right" word?

21:38 - The best way to express an equity value strategy

25:05 - How the SG Trend Index has evolved over time

30:10 - The evolution of the trend following industry

37:01 - A case of market segmentation?

40:00 - Are ETFs the future?

46:27 - Managed futures and trend following in Europe

52:24 - A discussion on fees

54:54 - Capacity - a reason for concern?

58:59 - The Alpha of Ugliness

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Disclaimer

SI264: The Evolution of the Trend Following Industry ft. Andrew Beer & Alan Dunne

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