In this episode, we delve into the current market atmosphere as we kick-off 2025, touching on the resurgence of equities to all-time highs and the market's reaction to Donald Trump's inauguration.
As investors brace for unpredictable markets, we explore the strategic importance of building diversified portfolios that include liquid alternatives.
Special guest Nick Baltas from Goldman Sachs introduces the concept of trend following strategies. Together with Freddie Blackwell and Andrew Madigan from Atlantic House, we dissect these strategies, discussing their application in creating balanced portfolios with improved risk-adjusted returns.
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