Top Traders Unplugged

SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel

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Mar 15, 2025
Guest
Andrew Beer
Guest
Tom Wrobel
Andrew Beer, a systematic investing expert, teams up with Tom Wrobel, a CTA indices specialist, to dissect the changing landscape of global markets. They delve into the rise of ETFs and the shifting dynamics that challenge traditional investing approaches. Key discussions include navigating market volatility, the complexities of fee structures, and the balance between strategic and tactical asset allocation. With insights on trend-following strategies and the role of managed futures, this conversation is a must-listen for investors seeking to adapt in a fast-evolving environment.
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INSIGHT

Equity Market High?

  • According to Bridgewater, the last 15 years were the best for equities since 1970.
  • High equity ownership by U.S. households makes a potential market downturn impactful.
INSIGHT

CTA Performance Update

  • The SG CTA index is down over 2.5% YTD, and the trend index is down nearly 4.5%.
  • Increased volatility presents opportunities for CTAs.
INSIGHT

Replicating Broader Index

  • Andrew Beer's firm chose to replicate the broader index due to the then-popular belief that trend following was dead.
  • Trend following performance in 2020-2022 shifted perceptions back in its favor.
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