The Waiting Game Managed Futures Outlook 2020

OpinioPro Selection
By January 10, 2020 10:57

The Waiting Game Managed Futures Outlook 2020

What’s in store for managed futures and global macro in 2020 is really a question of how much longer we’re all willing and able to play the ‘waiting game’ with global markets seemingly hell bent on obliterating past records for the longest economic expansion EVER. In an asset class built on delivering crisis period performance, it’s now been 10 years of waiting for that next crisis to hit. It’s been 10 years of waiting for a meaningful increase in cross asset class volatility. It’s been 10 years of waiting for follow through on directional moves in assets not named the S&P 500. That waiting period has led to the asset class providing performance in other ways, such as catching the sell off in energies in 2014 or rally in bonds in 2019. And that has led to frustration among investors who view that diversification of return streams and inability to capture short-lived downturns in equity markets as “undependable” returns. Those with something to lose are all playing the waiting game because there are some nasty forces at work out there, as evidenced by Ray Dalio’s recent quote:

OpinioPro Selection
By January 10, 2020 10:57

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