Confidence in the Markets
Tim Rudderow, President
Mount Lucas Management, LP
Audio Run Time: 4:37 minutes
Confidence around the world has improved a lot, notes Tim. If this optimism turns into actual growth, he adds, the markets may likely see further growth. In this quarter’s interview, Tim discusses the positioning strategy for the mandates and explains why Mount Lucas is investing in the international and emerging markets and what this means for their portfolios.
Mount Lucas Management is responsible for managing the North American Sector Rotation and Global Trend Strategy mandates.