Covid Has Triggered Volatility. Can Managed Futures Help?
The asset class has once again demonstrated its lack of correlation to equities and its ability to profit through volatility. We expect assets to flow to managed futures.
Given wide dispersion in manager performance, allocators will want to dig deeper into the managed futures bench – a single allocation to a big name manager simply won’t cut it.
Asset allocators need ways to weather-proof their portfolios and managed futures should be part of the process. Therein lies the opportunity for managers to prove their mettle. They have to make the case that their program meets an allocator’s specific needs.