Macro Uncertainty and Managed Futures: Navigating the Extremes

Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.

Quantifying Turbulence in Trend Following

The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.

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Curb Appeal of Real Estate Markets in 2022

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

  • December 20, 2021