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- Interview: Winton co-CIOs on 2024 outlook and research focus
Winton’s Simon Judes discussed the future of systematic investing, innovation in the CTA space and London’s position as a quant capital in the latest AFI podcast episode.
The co-CIO at Winton, a $13bn systematic manager headquartered in the UK, opened the second series of the AFI podcast with a wide-ranging interview on current industry themes. The topics covered – and their time in the interview – are listed below the listen links.
00:40 – Introduction to AFI research offering and partner note.
1:37 – Introduction to Simon Judes (background, career, role) and Winton (AuM, headcount, regional footprint)
3:43 – CTA performance overview in 2024
6:26 – Historic backdrop to CTA performance; trend or non-trend now key?
7:33 – Trend-following speed debate
9:37 – Is diversification key to the appeal?
11:20 – Insights into business development
12:49 – Latest research focus (medium frequency strategies in macro and equity markets; systematic commodities; systematic credit; specialised interest rate strategy; and upcoming options strategy)
14:14 – Focus on systematic credit
15:32 – Focus on multi-strategy product
17:10 – Its place within wider Winton range
18:30 – Talent and recruitment
20:46 – London hedge fund industry being globally significant. What about Abu Dhabi?
22:05 – Current CTA positioning looking to 2025
23:43 – Role of more esoteric strategies
24:13 – Trading China
25:21 – Future of CTAs
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