The seemingly unstoppable bull run in US equities, record-high commodity prices, rising inflation, and chronically low interest rates have many investors reevaluating the traditional investment portfolio. Against this backdrop, we spoke with Mount Lucas President and Chief Investment Officer Tim Rudderow. Having co-founded Mount Lucas in 1986, Tim pioneered the field of systematic trend-following and managed futures that can provide uncorrelated returns, especially during market shocks.
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