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Equities for the Long Run?

January 2023

Alan Dunne featured recently on Top Traders Unplugged podcast speaking with host Niels Kaastrup-Larsen about trend following, asset allocation and recent global macro developments.

The topics include:

1.      Are equities really the best asset for long run? We review an interesting new paper from Edward McQuarrie which re-examines the long term evidence and reaches some interesting conclusions.

2.      What is the right allocation to trend following and diversifying strategies in a multi-asset portfolio and what issues should investors consider when selecting UCITS funds in these strategies?

3.      Latest global macro developments including the Fed pivot, how a policy trilemma is forcing China to focus on boosting its share of global manufacturing and what a Trump second term might mean for the economy and markets.

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