Caleb Conlin

Active PutWrite Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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2022 Active PutWrite Commentary – Q1

Read our Q1 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter.  2022 Q1 Active Putwrite Commentary

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Index/RA Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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2022 Flagship (Index/RA) Commentary – Q1

Read our Q1 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2022 Q1 Flagship (Index/RA) Commentary

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Is the Bond Market Broken?

A once-reliable asset class for yield, low-volatility total return, diversification and risk reduction, bonds have struggled to deliver on any of these measures recently. Real yields on …

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February 2022 Market Recap

The S&P 500® Index returned -2.99% for the month of February, its second monthly decline in a row, bringing its year-to-date return to -8.01%. The headwinds …

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Active Overwrite Performance Summary – Q4 2021

While generating its highest calendar-year return since its April 1, 2008 inception, the Gateway Active Index-Option Overwrite Composite’s (the Composite) diversified and active index call …

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Active PutWrite Performance Summary – Q4 2021

While generating its highest calendar-year return since its April 1, 2015 inception, the Composite’s diversified and active index put option writing approach generated risk reducing …

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Too Much of a Good Thing?

After 2021’s strong equity market return, investors may want to pump the brakes. The 28.71% return of the S&P 500® Index for 2021 is the tenth-highest annual …

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December 2021 Market Recap

The S&P 500® Index returned 11.03% in the fourth quarter, bringing its year-to-date return to 28.71%. The quarter was strong, but uneven, with monthly returns of 7.01%, -0.69% …

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