4.8 • 670 Ratings
🗓️ 23 March 2024
⏱️ 60 minutes
🧾️ Download transcript
Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diverging signals from Central Banks. We debate the possibility of the markets entering a bubble and how the levels of interest rates could cause a refinance crisis. Alan also takes us through the history and outlook as per the newly released UBS 2024 Yearbook, uncovering what has been dominating the economy throughout history, and the reason why many investors might be missing out on potential diversification by under-allocating to trend following. Lastly, we discuss the role of hedge funds in a multi asset portfolio and the importance of constructing a portfolio that best suits the investor’s needs.
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Episode TimeStamps:
01:21 - What is catching our attention at the moment?
05:40 - Is the economy becoming a bubble?
14:09 - A refinance crisis inbound?
20:41 - Industry performance update
24:49 - The economic outlook and history - UBS 2024 Yearbook
32:29 - Equities are here for the long term
37:57 - All in on equities?
44:15 - Investors are getting this wrong
46:19 - Can hedge funds play the right role?
50:17 - Where do multi-strat funds fit in?
53:28 - Choosing the right strategy
58:00 - Thanks for listening
Resources discussed in this Episode:
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0:00.0 | You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing |
0:07.2 | and learn about the most dependable and consistent yet often overlooked investment strategy. |
0:13.2 | Welcome to the Systematic Investor Series. |
0:26.4 | Welcome or welcome back to this week's edition of the Systematic Investor series with Alan Don and I, Neil's Castle Larsen, where each week we take the pulse of the global market |
0:30.7 | through the lens of a rules-based investor. Alan, great to be back with you this week. How are you doing? |
0:37.4 | And more importantly, has Dublin recovered after St. Patrick's Day? |
0:42.5 | Yeah, it has. Yeah, it was pretty quite a weekend. We had success in the rugby. That was the main highlight. So we are the six nations champions but yeah we're well back to normal |
0:56.8 | here by now and and I know you and I spoke actually yesterday and you said that |
1:00.7 | you had snow early in March that's quite unusual we did we had snow all winter |
1:05.9 | and then on the 1st of March at least a couple of inches fell on that morning. |
1:11.6 | But now today, lovely sunshine here, so it definitely feels like spring is certainly in the air. |
1:16.6 | I can tell you that Switzerland today really feels almost like summer. |
1:20.6 | It is very nice, I have to say. |
1:23.6 | Anyways, we have a few topics that you kindly brought along, so there'll be interesting to dive into. |
1:29.8 | We don't have any questions, but as we always do, we start off with hearing a little bit of what's been on your radar recently or since we last spoke. |
1:40.0 | What's catching your attention at the moment? |
1:43.0 | Well, it's been a very interesting week in the last week. |
1:47.0 | We've had the monumental ending of ZERP in Japan, which was obviously long-held it, |
1:56.2 | but I suppose it is certainly a noteworthy historical event. |
2:00.0 | But then, just as interestingly, in the week where |
2:02.9 | the Bank of Japan raises rates, the Swiss National Bank went in cut rates. So, I mean, and the Fed were on hold. |
2:09.6 | So we had the full spectrum of actions from central bank. So I think it really does highlight |
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