"big change in who is setting prices in US market the last 15 years, retail investors and high-frequency quants now majority of directional trading, primarily at expense of traditional fundamental investors... new leaders are price-trend-sensitive players, who lean on momentum"
Sono d'accordo
modest proposal
modest proposal22 mag 2025
E non posso provarlo, ma credo che la composizione e le caratteristiche in cambiamento dei partecipanti al mercato rendano le cose molto più inclini a tendenze estreme ora, in entrambe le direzioni.
Puoi vedere la modifica anche all'interno dell'elenco HF VIP
modest proposal
modest proposal3 giu 2025
Comparing the top 100 funds on the HF VIP List from 2015 to 2025 is fascinating. AUM in Multi-managers and Quant each about tripled, while Traditional Discretionary fell by almost 20%. Discretionary went from 70% of AUM to 40%.
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