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Caleb Conlin
July 2022 Market Recap
The S&P 500® Index returned 9.22% for the month of July, bringing its year-to-date return to -12.58%. After a bruising June in which the S&P ...
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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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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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Has the Federal Reserve Taper Already Impacted Volatility Markets?
The term structure of S&P 500® Index option implied volatility (IV) changed dramatically at the end of November. The new COVID variant and surprisingly hawkish rhetoric ...
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2022 Active PutWrite Commentary – Q1