HedgeNordic: Maybe CTA Alpha is Simpler Than You Think: Evidence from the ETF Space
Managers of CTA hedge funds and mutual funds often argue that complexity leads to higher alpha generation. After all, why else would anyone bother to invest in hundreds of futures, run dozens of models and overlay risk controls? Conveniently, in the minds of many allocators, complexity can justify a higher fee structure. Read the full article […]
ETF Edge: As stocks and bonds fall, and oil hits $100, a futures trade that boomed in 2022 may again be a winner
Managed future trading strategies boomed during 2022 when stocks and bonds were both falling and oil prices were last over $100, and are getting more attention during the current market and economic uncertainty. Read the full article on CNBC. Read Article
ETF Edge: ETF Edge on using managed futures to navigate volatility during the Iran war
An increase in market volatility is driving ETF innovation around packaging ever-more complex strategies into single instruments. One example is the growth of strategies like managed futures. Dynamic Beta Investments founder and managing member Andrew Beer and NovaDius president Nate Geraci sit down with CNBC’s Dominic Chu to talk about how ETF investors are navigating […]
At The Money: Diversifying with Managed Futures ETFs | Masters in Business [PODCAST]
Lots of asset classes promise uncorrelated returns, but few deliver. One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 – meaning everything is trading in lockstep, as we saw during the GFC and Covid – they seem to be the rare diversifier that works. Andrew […]
Why Managed-Futures Funds Are Here to Stay, Says DBi’s Andrew Beer
The year started off with a bang. US President Donald Trump’s threats to take over Greenland and impose related tariffs on European countries rattled markets, sending gold to a record high of almost $5,000 per troy ounce, while the dollar plunged. At the same time, Japanese government bond yields soared as a plan to cut taxes and increase spending […]
Top Traders Unplugged – Episode 387 The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel [PODCAST]
Today, we examine a year that looked chaotic but felt familiar to trend followers. Gold surged, equities rotated globally, and non-US markets quietly gained momentum. Yet beneath strong returns lies a deeper debate about model design, short versus long horizon signals, and whether innovation in liquid alternatives serves investors or sales desks. From AI disruption […]
Round Table Discussion: Managed Futures/CTA
Some of the world’s leading CTAs gather in Stockholm to dissect a turbulent year, explore widening strategy dispersion and consider what resilience looks like in an age of political shocks and unstable regimes. Read the full article on HedgeNordic. Read Article
HedgeNordic: The Awkward Problem with Managed Futures ETFs
In both 2024 and 2025 (through July), managed futures ETFs materially outperformed more expensive hedge funds and mutual funds. Cumulatively over the past 19 months, the average ETF has outperformed hedge fund and mutual fund peers by a rather staggering 730 bps and 900 bps, respectively. Through a different lens, 85% of ETFs outperformed in […]
etfexpress: Simplify set to launch index-based DBMF clone
The Simplify DBI CTA MF Index ETF will be a cheaper, index-based clone of the original ETF, with fees of 35 basis points, against the original’s 85 basis points, and will be Swap-based rather than trading futures directly. DBi’s managing member, Andrew Beer, says: “Simplify tells me their vision is to bring the index revolution […]
What They’re Only Now Starting to See ft. Andrew Beer [PODCAST]
In this week’s Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “other” diversifiers. Andrew reflects on the Goldman Sachs report about private wealth flows, the rise of liquid alts and why big houses are suddenly launching trend ETFs. Listen below! What […]
