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Trend Following Update
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Weekly Deepdive
Weekly Systematic Investor Update
09 December 2021 |
Trend Following Update
How to Invest with the Best: The Case for Increasing Allocations towards Globally Diversified Systematic Trend Following CTAs
— read more
04 February 2023 |
Weekly Deepdive
China’s Rise to Power and What It Means for the Global Economy
— read more
28 January 2023 |
Weekly Deepdive
Why Out-of-the-Box Outlooks and Unusual Investment Strategies Make for Great Managers and High Returns
— read more
20 January 2023 |
Weekly Deepdive
60/40 Is Dead: Why the Traditional Optimized Portfolio Became Risk Additive
— read more
17 January 2023 |
Trend Following Update
Trend Following Performance Report — December, 2022
— read more
14 January 2023 |
Weekly Deepdive
Microchips Are the New Oil: Scarce, Essential and a Source of International Conflict
— read more
07 January 2023 |
Weekly Deepdive
Weather or Not the Earth Is Warming, Commodities Are the Smart Play Now
— read more
22 December 2022 |
Trend Following Update
Trend Following Performance Report — November, 2022
— read more
17 December 2022 |
Weekly Deepdive
Confessions of a Private Bank CIO…
— read more
10 December 2022 |
Weekly Deepdive
Marko Papic Talks ‘Geopolitical Alpha’ and the Future of the Global Economy
— read more
03 December 2022 |
Weekly Deepdive
Climate, China, Economic Depression and War: Simon Hunt’s Somber Outlook
— read more
26 November 2022 |
Weekly Deepdive
Unpredictable Economic Times & Trend Following: A Match Made in Heaven
— read more
19 November 2022 |
Weekly Deepdive
Inflation Now and Then: Why Today’s Economy Isn’t a 1970s Redux
— read more
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