Martin Lueck, Co-Founder and Research Director at Aspect Capital joins Eloise Goulder, Head of the Data Assets and Alpha Group at J.P. Morgan on their recent Making Sense podcast. They touch on why trend has been such a powerful market attribute through time, the power of harvesting these signals across multiple asset classes and where diversified strategies – those not correlated with momentum – still play an important part in the systematic investing process. Martin discusses the impact of machine learning, AI and LLMs on the investing process, and how the systematic investing landscape could evolve from here. Note that this episode follows an interview with Aspect CEO and co-Founder Anthony Todd in January 2024.
A big thank you to Eloise Goulder, Edwina Lowe and the team at J.P. Morgan for hosting this insightful discussion. We hope you enjoy it! You can listen to the podcast on various platform, just follow the link below: