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The Paradox of High Volatility Alternatives

September 2024



Alan Dunne was back on Top Traders Unplugged podcast speaking about global macro developments and allocating to alternatives.


Here are some of the key topics discussed:



The Paradox of high Volatility Alternatives


We are often conditioned to seek high Sharpe/low volatility investments, but high-volatility strategies can actually be more effective when applied to a specific component of your portfolio (rather than the overall portfolio), particularly in the case of liquid alternatives.



The Capital Efficiency of Managed Futures Funds


An often-overlooked benefit of high-volatility futures funds is their capital efficiency. These funds provide access to leverage—often cheaper than investors could source elsewhere.



The Outlook for US Rates and the Fed's Data Dependence


25 or 50bps from the Fed? Alan discusses why the path to neutral may be more important and also the challenges the Fed faces in navigating to neutral rates.



CTA Performance in the Summer Volatility in Markets


The JPY carry trade unwind and the summer equity correction are discussed. Does this period prove that CTAs are "unreliable diversifiers"? Absolutely not! Alan chats about why CTAs' zero correlation to equities may be misinterpreted but why CTAs remain attractive portfolio diversifiers.




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