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📝CTA Equity Allocation Moves Back to Neutral: Deutsche Bank

Writer's picture: Rosbel DuránRosbel Durán
  • Positioning in systematic strategies has rebounded from extremes as vol fell and trend signals became less negative, but is still quite low (z-score: -1.3, 9th percentile).

  • Vol control funds have increased equity exposure from 37% in mid- June to 54% currently (13th percentile). However, allocations have room to increase if vol declines further .

  • CTAs have cut equity shorts sharply with allocations nearly back to neutral, as trend signals turned less negative.

  • Risk parity funds’ equity portfolio weight remains very low as they react slowly to falling vol.

  • Discretionary investors’ positioning has moved closer to neutral (z-score: -0.19, 29th percentile), commensurate with the slowing in macro growth.

-Deutsche Bank

*Report from Aug. 13, 2022



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