Return Stacked™ Bonds & Managed Futures ETF

In this episode, Corey Hoffstein, CIO of Newfound Research, Rodrigo Gordillo, President of ReSolve Global* and Adam Butler, CIO of ReSolve Global, delve into the concept of return stacking and introduce the innovative RSBT Return Stacked™ Bonds & Managed Futures ETF.
This podcast is essential for investors, financial advisors, and anyone interested in learning more about return stacking, the RSBT ETF, and the potential benefits of combining bonds and managed futures for portfolio diversification and risk management. Don't miss out on this insightful conversation to deepen your understanding of these innovative investment strategies and their potential impact on today's complex financial markets.
They cover a wide range of topics, including:
• The motivation behind the return stacking concept and its relevance in today's market environment
• The history of institutional leverage and diversification in retail portfolios
• The advantages of using return stacked strategies for portfolio construction and risk management
• The role of bonds and managed futures in building a robust, diversified investment portfolio
• The importance of low correlation between asset classes for effective diversification
• The mechanics of combining bond exposure with a managed futures overlay in the RSBT ETF, including the use of cash collateral and Treasury Futures
• The benefits of using ETFs as capital-efficient building blocks for return stacking
• The potential for a family of return stacked ETF products to address various investor needs and preferences
• The significance of managed futures as a "third leg of the stool" for managing inflation and mitigating market risks
• The challenges and opportunities related to implementing managed futures strategies and managing leverage in retail portfolios
• The goal of matching the RSBT ETF's bond strategy to core US fixed income, such as the Bloomberg US Core Aggregate Bond Index, and adjusting duration accordingly
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*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

[@Hoblin]

I'd like to know a little more about it's tax efficiency. Obviously, like everything else, it's better in an IRA. But is anything I need to know about this particular fund's taxation?

[@realbigugly]

Yes I'm interested too. Not sure what they are allowed to talk about in a podcast though.

[@impetuosity3381]

Can you add chapters to the videos in the future?

[@MAXWELL-SMART-86]

I would like to ask Corey or Rodrigo why not use longer duration like TLT +20y. Treasuries, that being more volatile help better when is needed.

[@ryanconnolly6703]

They explain this at roughly the 12 minute mark. They’re not targeting any specific duration, they’re attempting to proxy the benchmark (AGG).

[@fabiolindner]

Any chance for a UCITS launch? I guess it will never happen.