Insights & Research

International Equities: Prior to 2023, international equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar over the past

Introduction The unprecedented negative performance in both bonds and equities in 2022 has led investors and financial advisors to seek alternative investment strategies to diversify their portfolios and manage risk more effectively. Hedged equity strategies have garnered increasing popularity within the broader alternatives space in recent years, primarily due to their ability to function as

As volatility persists amid a period of economic and financial uncertainty, the Main BuyWrite strategy remains popular among investors seeking enhanced income and reduced volatility. 2022 in the Rearview Volatility was unusually high in 2022, even when compared to prior bear markets. Rather than a single event-driven shock that took down markets – like the

International Equities:  International equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar, low valuations, and strong forward growth

This week’s round-up of Market, Inflation, and Economy. Read more

This week’s round-up of Market, Inflation, and Economy. Read more