A new bull market has arrived for portfolio diversifiers. Watch Paisley Nardini and Charles McGarraugh discuss how managed futures strategies can help in an era of rising stock-bond correlations.
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00:00 Introduction
08:48 Managed Futures 101
12:00 Role in a Portfolio
14:05 Have They Performed?
19:50 Why Now?
26:52 Dispersion in Investment Process
33:10 Dispersion in Investment Returns
35:05 Trend Horizons
39:22 Signal to Trade
42:10 Diversification
45:00 Manager Due Diligence
48:00 2024 in Review
51:18 Today's Opportunities
55:10 Benefits of Being Dynamic
57:08 Portfolio Allocations