Today, Alan Dunne joins me to discuss how the change of tone from central banks can affect markets globally, Trend Following in a rising interest rate environment, the case for and against including carry trades in a Trend Following portfolio, how managed futures Trend Following can help investors throughout ever-changing markets, the future of the traditional 60 / 40 portfolio, some takeaways from Alan’s conversation with Phil Huber on this week’s new Top Traders Unplugged Allocator Series, and why we might be entering a great period for Trend Following strategies.
----
In this episode, we discuss:
How central bank signalling affects risk appetite around the world
How Trend Following might perform in a rising interest rate environment
Including carry trades in a Trend Following portfolio
How managed futures can help investor throughout ever-changing markets
The viability of the 60 /40 portfolio going forward
Why a new golden era for Trend Following might be emerging

----
Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website).
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here).
And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here).
Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here).
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast.
Follow Alan on https://twitter.com/alanjdunne (Twitter).
Episode TimeStamps:
00:00 - Intro
02:36 - Macro recap from Niels
05:29 - Weekly review of returns
09:55 - How the change of https://www.archivecapital.ie/post/the-fed-tightening-cycle (tone from central banks affects the markets)
18:29 - Trend Following in rising interest rate environment
25:19 - Including carry trades in a Trend Following portfolio
36:12 - The future of the 60 / 40 portfolio
46:53 - Some takeaways from https://www.toptradersunplugged.com/podcast/1-allocator-series-adapting-to-market-cycles-ft-phil-huber-february-9th-2022/ (Alan’s conversation with Phil Huber on this week’s Allocator Series)
52:43 - Why we might be entering a great period for Trend Following
01:01:56 - Benchmark performance update
Copyright © 2022 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here)
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here)
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here)...