Insights

2022 Active Overwrite Commentary – Q1

Read our Q1 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter.  2022 Q1 Active Overwrite 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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March 2022 Market Recap

The S&P 500® Index returned -4.60% in the first quarter of 2022 with monthly returns of -5.17%, -2.99% and 3.71% for January, February and March, respectively. War …

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