Johann Lee in FundFire: Liquid Alts Experience a Sales Bump in Managed Futures

As interest rates, inflation, geopolitical tensions and equity market volatility continue to escalate, investors are increasingly turning to alternatives to mitigate risk in their portfolios. Among the types of liquid alts strategies attracting investors is managed futures. Investment managers specifically handling managed future liquid alts strategies are ranking high among asset gainers amid the volatility. To learn more about the increasing inflows of managed futures and if it is sustainable, FundFire spoke with AlphaCore Director of Research Johann Lee, CFA, for insight.

According to Lee, managed futures can continue to perform well in the medium- and long-term future “as long as macro uncertainty really anchors and drives the market narrative.” Pointing to our environment’s current uncertainties, “You really have multiple risk factors that are macro-related, and that can drive market pricing in a variety of directions,” he adds.

Lee believes the short-term outlook for liquid alts seems promising too and may even prompt some new advisors to enter the space. However, he cautions that it is important to seek liquid alt managers with proven track records before diving in headfirst.

“Some managers might give longer-term trend models a heavier weighting in their strategy and others may take a more balanced approach across various time-horizon models,” Lee explains. “This year, if you start digging into which models across trends have done the best, the longer-term horizon models have done better.”

Subscribers to FundFire can read the entire article here.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.