Being a little bit pregnant with both Equities and Trend Following
Cory Hoffstein from Newfound Research paints a coherent picture of the potential virtues of allocation towards trend following methodologies applied in the equities space to capture long-term risk premia exhibited by equities and the convex payoff structure (positive skew) associated with trend-following strategies.
https://blog.thinknewfound.com/2018/09/a-trend-equity-primer/
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