Volatility and Investment Outlooks: A Reminder of Predictability's Limits

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Finance News

FINANCE,INVESTING,PREDICTION

Man AHL's Russell Korgaonkar highlights the challenges of predicting future investment trends, arguing that volatility scaling, a strategy based on using volatility as a predictor, offers a more practical approach. The article also features a chart comparing implied interest rate forecasts with actual rates, illustrating the difficulty of making accurate predictions, especially about the future.

Judging by his latest “diary of a quant”, Man AHL’s Russell Korgaonkar is as exhausted by the end-of-year investment outlook blizzard as we are. And as he points out, strategists aren’t, umm, great at predicting the future. Man AHL has long been very hot for the idea that volatility is actually the best way to predict the near future and dial up and down your exposure accordingly. It’s the main point of Korgaonkar’s post.

It’s widely used in the trend-following hedge fund space, risk parity and variable annuity products, and forms the basis for value-at-risk models that are virtually everywhere. It has its critics — who argue it embeds automated feedback loops into markets — but it’s true that volatility tends to cluster. It’s equally true that nothing will stop the Wall Street-Industrial Complex from churning out extremely predictable annual investment outlooks.

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