This Changes Everything for Hedge Fund Managers
“The higher the cost of money, the lower the competition,” says Avenue Capital’s Marc Lasry on the risk-free rate.
Source: institutionalinvestor.com
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“The higher the cost of money, the lower the competition,” says Avenue Capital’s Marc Lasry on the risk-free rate.
Risk premia strategies have been dragged down by factors that have refused to behave like the models — until recently.
Volatility and continued large market moves are expected to continue well into 2023; managed futures are well positioned for the new year.
Next year will be marked by economic volatility and big market moves, exactly the conditions that favor trend following.
Don’t give up on small funds. They’ve still outperformed in 20 of the last 25 years.