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A New Environment Supports a Strong First Half

Despite overwhelming expectations of doom and gloom at the beginning of 2023, the equity market had an excellent first half of the year (and continued ...
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July 2023 Market Recap

The S&P 500® Index returned 3.21% in July, bringing its year-to-date return to 20.65% which ranked as its fourth best start in 35 years. From ...
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For the Times, They Have Changed

Uncertainty persists around the path of the U.S. economy despite the expected summer lull. With the Federal Reserve (the Fed) pausing rate hikes at their ...
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June 2023 Volatility Briefing

Implied volatility levels declined during the second quarter, primarily during the month of June, as measured by the Cboe® Volatility Index (the VIX®), averaging 16.44. ...
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Active Overwrite Performance Summary – Q2 2023

Since the start of the year, the Gateway Active Index-Option Overwrite Composite (the Composite) climbed 13.57%, net of fees, compared to the 10.47% and 16.89% ...
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2023 Active PutWrite Commentary – Q2

Read our Q2 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter.  2023 Q2 Active Putwrite Commentary
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Index/RA Performance Summary – Q2 2023

From the start of April through May 4, away-from-zero interest rates and robust volatility contributed to the Gateway Inces/RA Composite’s (the Composite) return of 0.67%, ...
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2023 Active Overwrite Commentary – Q2

Read our Q2 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter.  2023 Q2 Active Overwrite Commentary
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2023 Flagship (Index/RA) Commentary – Q2

Read our Q2 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2023 Q2 Flagship (Index/RA) Commentary
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June 2023 Market Recap

The S&P 500® Index returned 8.74% in the second quarter of 2023 with monthly returns of 1.56%, 0.43% and 6.61% for April, May and June, ...
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