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Jeff Smith
A Brief History of Rising Rates and Traditional Diversification
With the Federal Reserve (the Fed) gearing up to fight inflation with a dose of monetary tightening, what can long-term, diversified investors expect from their …
January 2022 Market Recap
The S&P 500® Index returned -5.17% for the month of January, marking the equity market’s worst month since March 2020 and the worst January since 2009. The …
Index/RA Performance Summary – Q4 2021
2021 marked the Gateway Index/RA Composite’s (the Composite) highest calendar year return since 2003. Returns for the year were buoyed by relatively elevated implied volatility …
2021 Active Overwrite Commentary – Q4
Read our Q4 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2021 Q4 and Full Year Active Overwrite Commentary
2021 Flagship (Index/RA) Commentary – Q4
Read our Q4 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2021 Q4 and Full Year Flagship (Index/RA) Commentary
What Is Convexity Tail Hedging?
As discussed in our November Market Perspective, an increased frequency of low multi-year annualized returns and large drawdowns has reduced the effectiveness of long-term fixed income …
2021 Active PutWrite Commentary – Q4
Read our Q4 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2021 Q4 Active Putwrite Commentary