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.

May 25, 2023 Financial Professional content – requires login
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.

May 10, 2023 Financial Professional content – requires login
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.

April 25, 2023 Financial Professional content – requires login
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.

February 28, 2023 Financial Professional content – requires login
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.

February 27, 2023 Financial Professional content – requires login
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.

November 17, 2022 Financial Professional content – requires login
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.

October 18, 2022 Financial Professional content – requires login
Monetary Policy Outlook Lifts Volatility Expectations

Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.

September 27, 2022 Financial Professional content – requires login
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.

July 21, 2022 Financial Professional content – requires login
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.

October 20, 2021 Mark J. Cintolo - Sean Kaukas Financial Professional content – requires login
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.

June 28, 2020 Dave Goodsell
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.

May 18, 2020 Dave Goodsell
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.

August 8, 2019 Dave Goodsell
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.

June 15, 2018