Managed futures: working when other things are not?

CNBC's ETF Edge program features a discussion between Andrew Beer, founder and managing member at Dynamic Beta Investments, and Nate Geraci, president of Novadius Wealth Management, on the role of managed futures in portfolios. The segment, titled "Managed futures: working when other things are not?", argues that the strategy, long considered a niche part of the market, is increasingly being viewed as a counterweight to volatility.

Managed futures strategies are generally described as active approaches that trade liquid, exchange-traded futures and foreign exchange contracts, often relying on trend-following or momentum signals. Publicly available background material on the strategy emphasizes its historical tendency to perform in both rising and falling markets and its low correlation to traditional equities and bonds, characteristics that underpin the diversification case discussed on the program.

The primary source does not quantify recent returns, assets under management, or flows into managed futures vehicles, so the claims about its growing role should be read as the view of the two guests rather than as measured market data. Readers evaluating allocations should consult fund-level disclosures and performance records directly.