Risk
Lower, Not Low: An Examination of Recent Volatility Trends
The current trend in stock market volatility may benefit strategies that sell index-based call options, such as those offered by Gateway.
Capitalizing on Steady Turbulence
Current interest rate and volatility dynamics enable index options-based strategies to generate meaningful cash flow and improved risk-adjusted return.
Between Rocky Volatility and an Inflationary Hard Place
Gateway’s Chief Investment Strategist analyzes historical bond market data for clues to real returns in high-inflation environments.
Historical Analysis of Market Drawdowns
Gateway’s Chief Investment Strategist analyzes 60 years of stock market data following significant drawdowns for clues to performance in 2023 and beyond.
Option Writing Premiums: Bright Spot in a Dark Year
Gateway’s Chief Investment Strategist describes how the volatility across stocks and bonds in 2022 was beneficial for index option writing strategies.
Is the Index Option Market Creating Volatility?
Gateway’s Chief Investment Strategist examines how the use of “zero days to expiration” index option strategies may be fueling equity market volatility.
Are Equities On Sale?
Gateway’s Chief Investment Strategist examines today’s low price-to-earnings ratio of the S&P 500® in the context of historical equity returns.
Monetary Policy Outlook Lifts Volatility Expectations
Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.
A New Era? Volatility and Market Performance Since 1960
Gateway’s Chief Investment Strategist analyzes six decades of stock and bond returns, providing historical context for the first six months of 2022.
Using Factor Analysis to Build Better Portfolios
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
2020 Global Survey of Financial Professionals
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
2019 Institutional Survey Part II
Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.
Welcome to the Meh Market
After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.