Managing Volatility

    Nov 30, 2018

Reducing equity sensitivity with convertible bonds

by:

After generating strong results over the first nine months of the year, the equity market fell sharply in October...

    Nov 28, 2018

Global growth is out of sync. Now what?

by:

In six weeks, the S&P 500 returned all investors’ gains in 2018. These market losses have prompted investors to reminisce on the previous 18 months of “goldilocks”...

    Nov 15, 2018

Managing volatility with shareholder yield

by:

The stock market’s sharp pullback in October caught many by surprise and prompted investors to take a closer look at active strategies that can help mitigate volatility...

    Oct 25, 2018

Market volatility causes investor anxiety

by: ; Robert Serenbetz;

Investors are experiencing a rough bout with volatility as the VIX index, Wall Street’s fear gauge, hit a level of...

    Oct 12, 2018

Merger arbitrage strategies – A powerful tool to manage market volatility

by: ; Dan Petersen, CAIA®; Mark Lacuesta, FRM, CAIA, CIPM

In times of market stress, investors...

    Sep 12, 2018

Midterms and market volatility

by:

School and Congress are both back in session and while parents may be happy to see their kids heading off to the classroom, investors can’t help but be a little nervous...

    Jul 17, 2018

Markets maintain positive movement, with a side of volatility

by:

This month’s macroeconomic themes focused around tariffs, labor, and the Fed’s stance on rates. Yet, despite the...

    Jun 22, 2018

Diversifying a portfolio with convertibles

by:

With the possibility of being in the latter stage of the economic cycle, coupled with above average valuations, investors worried about an increase in volatility may be...